Forex / CFD Retention Agents

Forex / CFD Retention Agents

Spanish-Speaking Forex / CFD Retention Agent — Sofia, Bulgaria

Spanish-speaking Forex / CFD retention professionals are sought for full-time opportunities in Sofia, focused on client engagement, portfolio follow-up and account reactivation.

Vacancy details

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

Status
Active
Date posted
23 August 2026
Open until
21 November 2026
Employment type
Full-time
Location
Bulgaria — Sofia

Overview

This Sofia-based position is for Spanish-speaking professionals with previous retention, account-management or relevant client-facing sales experience. The role centres on maintaining client relationships, scheduling follow-up, addressing objections and keeping account activity organised through the CRM. Previous Forex / CFD experience is strongly preferred.

Requirements

  • Fluent or native-level Spanish.
  • Working English.
  • Previous retention, account-management or relevant client-facing sales experience.
  • Previous Forex / CFD or financial-trading experience strongly preferred.
  • Strong relationship-management and negotiation skills.
  • Comfort managing client activity through a CRM.
  • Ability to work full-time from an office in Sofia.
  • No specific degree or formal education requirement. Relevant language ability, sales/Forex experience where applicable, communication skills and commercial performance are more important.

Responsibilities

  • Maintain communication with Spanish-speaking clients.
  • Manage scheduled portfolio follow-up.
  • Respond to client objections and concerns.
  • Re-engage inactive accounts where appropriate.
  • Maintain accurate CRM notes and future actions.
  • Escalate support or operational issues when necessary.
  • Work toward retention and engagement targets.

Conditions

  • Full-time, office-based in Sofia, Bulgaria.
  • Relevant retention or account-management experience required.
  • Forex / CFD experience strongly preferred.
  • Competitive base salary plus performance bonuses or commission.
  • Relocation support may be available depending on the hiring partner.
  • Full-time, office-based in Sofia, Bulgaria, five days per week. Exact daily working hours or shift pattern depend on the hiring partner and are confirmed during the hiring process.