Business Development Representative (sales)

About the role

JOB SUMMARY: As a pivotal member of our Sales team, the Business Development Representative (BDR) is the first and most critical point of contact for prospective clients. You will be responsible for converting qualified leads into actively trading clients by delivering an exceptional, educational, and seamless onboarding experience. This role combines consultative sales, client education, and relationship building, requiring a proactive, target-driven individual who is passionate about financial markets, client success, and delivering outstanding service within a fast-paced trading environment. The Business Development Representative plays a key role in driving revenue growth while ensuring clients are onboarded in accordance with company policies and regulatory requirements. Key Duties and Responsibilities, including but not limited to: Lead Conversion & Sales Execution: Contact and qualify inbound and allocated leads by building rapport, identifying client needs, and assessing suitability for trading. Guide prospective clients through the complete onboarding journey, from registration to securing their First Time Deposit (FTD). Meet and exceed daily, weekly, and monthly sales and FTD targets through effective communication, objection handling, and consultative selling techniques. Utilize the company dialer system to achieve required call volume, talk time, and productivity metrics. Client Education & Onboarding: Act as a trusted product expert by educating clients on the company's trading platform, CFD products, available services, and the benefits of trading with the company. Clearly explain account registration, verification (KYC), funding procedures, and platform functionality while addressing client concerns and reducing perceived risk. Ensure a smooth transition to the Account Management team by accurately capturing client objectives, trading experience, and relevant profile information. Client Relationship Management: Establish and maintain strong client relationships through professional, confident, and empathetic communication. Build trust by understanding client goals, providing appropriate solutions, and delivering a positive onboarding experience. Maintain regular follow-up with prospective clients to maximise conversion opportunities and encourage active trading. Problem Solving & Client Support: Proactively resolve client questions, concerns, and onboarding challenges while providing first-line support throughout the onboarding process. Escalate complex technical, operational, or compliance-related matters to the appropriate departments while maintaining ownership of the client experience. Compliance, Risk & Administration: Adhere strictly to company compliance standards, risk management policies, and Know Your Customer (KYC) procedures throughout the client onboarding process. Maintain accurate, detailed, and up-to-date records of all client interactions, onboarding activities, and supporting documentation within the CRM system. Prepare and maintain reports on lead activity, onboarding progress, conversion rates, and overall sales performance. Continuous Improvement & Collaboration: Collaborate with Account Managers, Compliance, Customer Support, Marketing, and other internal departments to ensure a seamless client journey. Share client feedback, market insights, and onboarding trends to support continuous process improvement and enhance the overall client experience. Actively participate in sales coaching, product training, and ongoing professional development initiatives. QUALIFICATIONS AND SKILLS: Educational Qualification: Matric (Grade 12) or equivalent qualification. Sales Experience: Minimum of two (2) years' proven experience in a high-performance outbound sales or contact centre environment with a strong track record of achieving and exceeding sales targets. Industry Knowledge: Previous experience within online trading, CFDs, Forex, financial services, or a related industry will be advantageous. Sales Systems: Experience using sales dialer software, CRM systems, and trading platforms will be advantageous. Communication Skills: Exceptional verbal and written communication skills with the ability to build rapport, influence decision-making, and establish trust quickly. Sales & Negotiation: Demonstrated consultative selling ability, strong objection handling skills, negotiation techniques, and the ability to confidently close sales opportunities. Client-Centric Mindset: Passion for delivering exceptional customer experiences while maintaining a professional, ethical, and solution-focused approach. Results Driven: Self-motivated with the ability to consistently achieve and exceed individual and team sales targets in a fast-paced environment. Problem Solving: Strong analytical thinking and problem-solving skills with the ability to overcome objections and identify appropriate client solutions. Technical Proficiency: High level of computer literacy with proficiency in CRM systems, Microso

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