Forex / CFD Conversion Agents

Forex / CFD Conversion Agents

Portuguese-Speaking Forex / CFD Conversion Agent — Portugal — Brazil

A confidential brokerage is expanding its Portuguese conversion capability and wants an experienced agent focused on experienced Portuguese-language closers who can move from registration through onboarding to first deposit.

Vacancy details

This is a private vacancy. Company details stay confidential until InVault confirms a serious candidate fit.

Status
Active
Date posted
4 September 2026
Open until
3 December 2026
Employment type
Full-time
Location
Brazil

Overview

This is a pure conversion position rather than retention. The successful candidate will work new registrations through first contact, KYC/onboarding and initial deposit, then pass funded clients to a separate retention operation. Strong call discipline and consistent follow-up matter more than generic customer-service experience.

Requirements

  • Native or fluent Portuguese.
  • Basic working English.
  • Minimum 1–2 years of proven experience on a Forex, CFD, Crypto or FinTech conversion desk.
  • Proven ability to convert new registrations into First Time Depositors (FTDs).
  • Strong telephone sales, negotiation, objection-handling and closing skills.
  • Good understanding of client onboarding and KYC procedures.
  • Familiarity with Brazilian deposit methods, particularly PIX, plus cards and Crypto/USDT where applicable.
  • Experience using CRM systems and VoIP/dialer software.
  • High emotional intelligence and disciplined follow-up habits.
  • Particularly relevant: experienced Portuguese-language closers who can move from registration through onboarding to first deposit.
  • Education: No specific degree requirement was stated; relevant professional experience is the primary qualification.

Responsibilities

  • Contact and follow up with new registrations and qualified prospects.
  • Move prospects through the conversion journey from first contact to First Time Deposit.
  • Support onboarding and relevant KYC steps without creating unnecessary friction.
  • Handle objections, negotiate confidently and maintain structured follow-up.
  • Assist prospects with relevant deposit methods including PIX, cards and Crypto/USDT where applicable.
  • Maintain accurate CRM notes, lead status and follow-up activity.
  • Use VoIP/dialer tools effectively and maintain professional call standards.
  • Handover successfully funded clients to the existing retention team.
  • Use structured call and follow-up sequences rather than one-off contact attempts.

Conditions

  • Full-time conversion role.
  • On-site/local or relocation arrangement; this is not a remote-agent vacancy.
  • Portugal-based candidates are welcome. The role may require relocation/on-site work; relocation support is available.
  • Relocation support available; details discussed during interview.
  • Base salary + variable compensation; exact package discussed privately with suitable candidates.
  • Clients move to a separate retention team after successful FTD.
  • Working schedule: Full-time; exact hours are discussed during interview.
  • Physical work location: Brazil; the exact city is discussed during interview.