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Anonymous professional profile · A690A5B8

Portuguese-Speaking Forex Conversion, Client Acquisition and Sales Team Leadership Professional

Forex and CFD sales professional with three source-reported years in prospect conversion, client acquisition, account activation, telephone-based sales and commercial team leadership across international markets. Has guided prospective clients through trading platform explanations, qualification, objection handling, follow-up and first-deposit processes, using CRM pipelines to organize outreach and measure results. In a sales team leadership and training position, coached representatives, reviewed calls, monitored sales targets and conversion activity and delivered sales development in prospecting and closing techniques. Earlier direct sales work involved discussing financial products and platform functionality with customers, maintaining ongoing relationships and coordinating account follow-up. Speaks Portuguese and Spanish natively and is developing basic English. Holds secondary education and additional training in people management, communication and spreadsheet/business-intelligence fundamentals. International relocation is preferred, with employer support for work authorization required.

Candidate reference
A690A5B8
Candidate-provided location
São paulo, Brazil
Languages
Portuguese, Spanish, English

City and country are candidate-provided and have not been independently verified.

Professional background

Professional experience

Source-reported overall employment experience: 3 years across forex and CFD client acquisition, conversion and account activation, sales team leadership and sales coaching.

Overall employment totals and source-reported industry experience are separate claims. Read the profile summary for the supported distinction.

Forex and CFD Sales Team Leader and Trainer

Managed representative performance and sales KPIs, coached agents on prospecting and negotiation, conducted call reviews and supported account activation and client conversion.

Investment and Trading Platform Sales Consultant

Engaged prospects through telephone sales, explained platform features and trading services, qualified customers, followed up on objections and tracked commercial opportunities through CRM.

Scope: Sales team leadership and coaching

Capabilities

  • Forex and CFD client conversion
  • First-time-deposit acquisition
  • Trading account activation
  • Outbound prospecting and telephone sales
  • CRM pipeline and lead tracking
  • Customer relationship management
  • Sales team supervision
  • Sales coaching and training
  • Call reviews and performance feedback
  • Commercial KPI tracking
  • Customer qualification and needs assessment
  • Objection handling and negotiation
  • Client follow-up and retention
  • Sales presentations and product explanation
  • Cross-border commercial communication

Tools and platforms

  • CRM and sales pipeline systems
  • Call review and outbound sales tools
  • Microsoft Excel basics
  • Power BI fundamentals

Industry experience

  • Forex and CFD trading services
  • B2C financial product sales
  • Commercial sales team operations

Education and training

Completed secondary-school diploma. Additional training in people management, neuro-linguistic programming, Power BI and basic Excel.

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