Class: Full-time

Legal Entity: StoneX Financial Pty. Ltd.

Reports to: VP, Senior Manager Retail

Company Overview :

StoneX is an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise

Business Segment Overview:

Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Position Purpose:

Due to ongoing growth, we’re searching for a motivated and passionate individual to join our team. Experience in CFDs and FX is preferable but not essential (new graduates will be considered). As a critical part of our customer experience team, you will act as a trusted advisor to our new clients working in collaboration with our Client facing, Dealing, Marketing, Research and Global payment team.

Primary duties will include:

Business Development

• Develop and initiate the business development strategy to grow the retail trading volumes for different client bases for PRC markets.
• Proactively enhance business through client referrals, networking, workshops/seminars, and industry contacts.
• Attend sales events/seminars for premium clients/prospects as required. This might include creating appropriate material in conjunction with education and marketing.
• Work with the rest of the client-facing team to help drive the acquisition, retention and increased trading activity for all clients.

Sales process, planning, execution

•  Actively leverage sales process to expand top funnel of prospects, increase conversion rate, decrease sales cycle, and improve deal win rate
• Maintain an accurate pipeline and funnel with high integrity
• Maintain a set of personal goals and metrics, tracking progress against those
• Maintain a calendar blocking, scheduling time to maximize productivity and effectiveness
• Being part of a team based in Sydney/Melbourne dedicated to handling all aspects of the customer onboarding experience
• Facilitate the outbound opening of new accounts for potential clients who already indicated an interest in our platform and provide support for existing customers
• Handle incoming sales inquiries and client issues via phone, email and live, interactive chats
• Provide support for existing customers with all aspects of the trading experience- funding their account, education, etc.
• Encourage and support referrals from existing clients

To land this role you will need:

•  Proven track record in B2C/B2B sales and business development
• Passionate about sales and delivering the highest possible service to customers
• Creative problem solver, professional, honest and a good team player
• Can learn complex products quickly
• Have computer literacy in Microsoft Word, Excel, and Outlook
• Proactive, KPI-driven representative, able to manage your client base but driven to source new relationships on your own accord
• Self-motivated that likes working toward targets
• Excellent communication skills, strong attention to detail and a "service" mindset to support our customers in the demanding, real-time environment of active trading
• Commitment to continuous improvement

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