Sales Account Manager

Eightcap is a dynamic online trading provider focused on the sale and delivery of exceptional trading tools and professional trading insights to enable smarter trading with a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners. The company is headquartered in Melbourne, Australia and has support offices in the UK, Cyprus, Bulgaria and Bahamas. The primary objective of this role is to nurture and expand relationships with existing clients, while identifying and engaging new opportunities to contribute to overall business growth. This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap''s reputation as a leading online trading business. Through strategic relationship management and proactive support, the role contributes to the company''s growth and long-term success, focusing on supporting current client flow.
Responsibilities
Understand the derivatives financial market, Eightcap''s offerings and competitor''s offerings to sell FX services to prospective clients to produce fee revenue and flow for Eightcap.
Apply knowledge in Forex trading to analyse the processing methods and foreign exchange trade lifecycle of clients and prospects to recommend appropriate products, assist clients in managing currency exposures effectively and efficiently and advice on risk reduction strategies.
Analyse the position of foreign exchange trading in the investment process of clients and prospects to determine suitability for Eightcap services.
Maintain thorough and up-to-date knowledge of foreign exchange products and services by initiating frequent contact with other financial or competitor institutions, partners, and stay informed about industry laws and regulations.
Network and visit regular and prospective client businesses to establish and act on sale opportunities
Manage the complete sales cycle process from initiation through compliance to the onboarded trading client.
Establish rapport and trust with clients by effectively presenting technical derivative trading solutions to clients, which in turn will obtain referrals and increase funding.
Actively seek out new sources of leads and client referrals.
Provide ongoing assistance and support to clients (in a timely and professional manner), including technical support and operational support in relation to trading account and trading platform matters.
Communicate with existing and prospective clients on Eightcap''s product offerings and services and resolve any issues to ensure client satisfaction is achieved and maintained.
Participate in telemarketing activities and initiatives to prospective and existing clients.
Monitor and achieve agreed KPIs.
Prepare salesforce reports, pipelines, and forecasts and (where required) marketing briefs on trade products and services. Collaborate with and assist other team members with ongoing technical sales support and training.
Assist with and coordinate with other teams to create and implement new forex sales procedures and processes
Work closely with compliance to ensure best practices and industry and company standards for AML/KYC are met
Qualifications
A minimum of one year of professional experience in the Forex or CFD industry
Bachelor''s degree in a relevant field or at least 3 years of experience in a sales role or a role in the financial services industry.
Strong experience and understanding of financial markets, particularly in forex and derivatives trading, with a deep understanding of different trading platforms.
Well versed in electronic trading competitive landscape
Strong sales acumen - be a problem solver and go-getter "hunter" to deliver new business by increasing sales in trading technology.
Able to build and maintain long-term client relationships
Demonstrated experience in sales, specifically in selling FX solutions.
Understanding of compliance and onboarding processes
Thrive in a target-driven environment and deliver consistently against KPIs.
Able to multitask and prioritise client communication via multiple channels
Ability to think analytically and troubleshoot day-to-day client and sales issues
Attention to detail
Able to work in a fast-paced environment with a Can-Do attitude
Benefits
26 days'' holiday
Aviva workplace pension
Vitality private health insurance
Ongoing investment in your career development
Parental leave
Staff referral bonus program
Collaborative team culture
Ongoing investment in your career development, including technical and professional training
Being part of an exciting new project for the company
Regular social activities
Eightcap endeavours to create an inclusive and diverse workforce and encourages you to apply.
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