FX & CFD Sales Executive

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. We are revolutionising the world of currency trading by providing innovative trading experiences, currency data and analytics solutions. Dare to be open, bold, focused - own it and apply! The future is now! 

Join us and: 

• Boost your career in a multicultural environment and a global company.

• Give yourself a chance to develop in financial services market.

• Improve yourself and your team through education and continuous learning.

• Be on a team that’s responsible for company-wide top priority projects.

How do we work?

FX & CFD Sales Executive is responsible for onboarding, educating, and empowering our clients in the early part of their trading journey with a world class FX & CFD broker.

You can join us in Toronto or New York, or Chicago.

In this role you will:

• Call and email new OANDA clients.

• Meet or exceed client conversion targets.

• Handle 100+ outgoing calls per day to warm leads as well as handle incoming inquiries via phone, email and SMS, as well as occasionally face-to-face in the office or event places.

• Answer client questions concerning OANDA’s products and services.

• Document all client communications in Salesforce®.

• Provide support for existing customers with all aspects of the trading experience, informing them of educational opportunities, market moving events, and platform walkthroughs.

• Attend and contribute to sales meetings.

• Work to company policies, processes, procedures, and standards.

• Obtain Series 3 and 34 licenses with the NFA within the first few months of employment to successfully complete the probationary period. OANDA will provide all necessary learning materials.

What skillset do you need to be successful in this role?

• Minimum of 3 years of phone-based sales experience, with prior experience working with high call volumes.

• Proven ability to meet or exceed sales targets.

• Excellent English written, and oral communication skills are mandatory.

• Takes Ownership and Drives Accountability: Leads by example, demonstrating a positive attitude, and fostering a sense of shared purpose, empowering team members to achieve their full potential.

• Demonstrates Unwavering Persistence: Maintains a positive and determined attitude, refusing to be deterred by setbacks, and demonstrates a proven ability to learn from failures and adapt strategies for future success. For example, diligently researches alternative solutions when initial strategies falter, consistently exceeding performance expectations.

• Contributes to a Positive Team Dynamic: Cultivates strong working relationships by demonstrating empathy, respect, and a willingness to support colleagues, creating a cohesive and productive team environment.

• Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skillful use of resources and support to deliver efficient, high-quality work.

• Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, tackles what needs to be done with enthusiasm, working quickly and without undue oversight.

• Customer-Focused Approach: Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Keeps customer at center of sale, collaborates with customers, elevates partner insights, uses common terminology.

• Review and Reporting: Works with guidance (but not constant supervision) to review and create relevant, lucid and effective reports.

• Pre-Call Preparation: Works with guidance (but not constant supervision) to carefully prepare for client interactions using established frameworks. Identifies all buyers affecting the sale, plans actions to mitigate uncertainty, leverages strengths, identifies missing information, gains relevant commitment, prepares compelling value propositions.

• Passion for the markets: Is self driven to understand the forex and cryptocurrency markets with the ability to intelligently articulate financial and market-related concepts.

• Adapts Quickly to Changing Priorities: Demonstrates agility and flexibility, effectively managing shifting priorities and adapting to evolving demands in a fast-paced environment.

• Demonstrates Uncompromising Ethical Conduct: Adheres to the highest standards of integrity and professionalism, consistently acting in accordance with ethical principles and organizational policies.

Nice to have:

• Demonstrated desire and willingness to continually upgrade skills and training with regards to financial markets, combined with an interest in international events.

• Experience with Salesforce®. 

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).

• Passionate about the Finance sector and the FX & CFD markets.

OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Learn more about our culture here.

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