Retention Agent (Forex/CFD) — English Native (British or American Accent)

We are hiring an experienced Retention Agent with a native-level English (British or American accent) and a proven track record in Forex/CFD client retention. This role is focused on protecting revenue, improving client lifetime value (LTV), and reducing churn through proactive relationship management, client education, and structured follow-ups aligned with compliance standards.

Key Responsibilities

• Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.

• Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.

• Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).

• Identify churn risk signals and execute save-offers and retention campaigns within approved policies.

• Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction.

• Maintain accurate records of all interactions in the CRM and follow internal workflows.

• Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.

• Escalate complaints, technical issues, or operational blockers quickly and professionally.

Requirements

Requirements (Must-Have)

• Minimum 3 years’ experience in Forex/CFD retention (brokerage environment).

• Native-level English with clear British or American accent (verbal fluency is essential).

• Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.

• Proven ability to handle objections, de-escalate issues, and build long-term client trust.

• Comfortable with high-volume calls and performance-driven environments.

• Strong CRM discipline and reporting accuracy.

Preferred (Nice-to-Have)

• Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).

• Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.

• Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.

Highlights

Native English (UK/US accent) Forex Retention Agent (3+ yrs). Reduce churn, reactivate clients, boost LTV via consultative calls, CRM discipline & compliant client support.

Originally posted on Himalayas