Conversion Agent

Confidential

Lisbon permanent

Posted: March 5, 2026

Required Skills

Job Description

Who is INFINOX

INFINOX is a global online CFD brokerage that offers clients the opportunity to trade the financial markets with industry-leading technology and a premium Customer Support. Our global presence means that we have offices in over 15 countries and are regulated in multiple jurisdictions. We are an award-winning firm driven by our culture of Integrity, Ambition, Inspiration and Excellence. We strive to compete in an ever evolving and challenging environment whilst ensuring our clients are valued and serviced at the center of our business.

Role Overview

We are seeking a Conversion Agent. This role primarily focuses on servicing new Retail Clients by managing client lifecycle—from onboarding to First Time Deposit. Collaboration with internal stakeholders across Customer support,
Trading Operations, Payments is essential for success in this role.

Key Responsibilities

Assist new Clients with first deposit and guide through the platform.

Nurture client relationship though multi-channel communication.

Implement effective strategies to increase client conversion.

Assist Client with payment methods, queries and requests.

Create reliable first impression with Retail clients.

Upsell relevant products based on client behavior and preferences.

Provide educational support to enhance clients’ Forex trading skills.

Maintain accurate records in CRM system.

Ensure all interactions comply
with regulatory and internal standards.

Deliver a premium service to ensure client satisfaction.

Key Performance Indicators (KPIs)

Consistently meet/exceed KPIs.

Uphold high standards of professional conduct in all client interactions.

Complete assigned tasks within the required time frame and at a high standard.

Foster strong working relationships with internal stakeholders.

Cultivate trust and rapport with clients to enhance long-term relationship.

Essential Skills & Experience

Fluency in Spanish, Portuguese (both written and spoken); English languages is essential.

Strong understanding of FX & CFD products.

Experience in Sales and/or Client Support roles minimum 6 month.

Self-motivated and target driven.

Excellent communication and interpersonal abilities.

Experience Proficiency in CRM system.

Ability to adapt to change quickly and effectively.

Soft Skills

Strong team player with a sense of individual responsibility.

Problem-solving mindset with a proactive approach.

Effective collaborator across departments.

Eager to learn and absorb new information.

Client-oriented with a commitment to build long term relationship.

Additional Information

Office-based role.

Opportunity to attend industry events and network with clients.

International team and dynamic work environment.

Salary and commission.

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