Company Description
Bullwaves is a regulated Forex and CFD broker that combines extensive industry expertise with the innovation and energy of a dynamic, youthful team. We are dedicated to providing traders with secure and trusted services while leveraging cutting-edge technology to stay ahead of market trends. Our goal is to empower traders of all levels with the tools and knowledge they need to succeed in the Forex market. Join our team and contribute to shaping the future of global trading with passion and excellence.
Role Description
The Retention Agent is responsible for managing client relationships, increasing deposit activity, and maximizing client lifetime value (LTV) within a Forex / CFD brokerage environment. This is a sales-driven role, focused on re-engaging clients, driving repeat deposits, and increasing trading volume.
Key Responsibilities
Client Retention & Revenue Growth
• Manage a portfolio of active, inactive, and potential clients
• Re-engage dormant clients and convert non-depositors into active traders
• Drive repeat deposits and increase overall trading activity
• Maximize client lifetime value through continuous engagement
Sales & Conversion
• Conduct outbound calls, WhatsApp, and email follow-ups
• Promote trading opportunities, platform features, and company offers
• Upsell larger deposits and encourage higher trading volumes
• Handle objections and guide clients through the deposit and trading process
Client Relationship Management
• Build long-term relationships with clients based on trust and consistency
• Understand client behavior, trading habits, and motivations
• Provide platform guidance and general market updates (non-advisory)
• Deliver a personalized and proactive client experience
Performance Monitoring
• Track KPIs: deposits (FTD & repeat), retention rate, reactivation rate, trading volume
• Monitor client activity and identify opportunities to increase engagement
• Maintain accurate CRM records and detailed client notes
Compliance & Conduct
• Ensure all communication aligns with financial regulations and company policies
• Avoid giving financial or investment advice unless licensed
• Follow KYC/AML awareness procedures and responsible communication standards
Collaboration
• Work closely with Sales, CRM, and Affiliate teams
• Share insights on client behavior and campaign performance
• Support retention campaigns and promotions
Requirements
• 3+ years experience in Forex / CFD brokerage
• Proven experience in retention, sales, or client relationship management
• Strong communication and persuasion skills
• Target-driven and revenue-focused mindset
Remuneration & Benefits
• Competitive compensation package
• 28 days of annual leave
• 10 days of paid sick leave
• Remote work environment
• A dynamic, collaborative environment with room to grow
Ready to Join Us?
If you believe this role aligns with your skills and ambitions, we encourage you to submit your resume. Rest assured, all applications will be handled with the utmost confidentiality.
Please note that we may keep your CV for a period of one (1) year for future relevant job opportunities.
