Sales Associate - Financial Services

About the role

CapitalFX is a financial services firm offering accessible trading solutions, and it is hiring a full-time Sales Associate to work on-site in Lahore. The role engages directly with prospective and existing clients, helping them understand and use the company's products and services.

Key responsibilities

• Identify and qualify leads, and present CapitalFX products and services
• Guide clients through account setup and basic trading or FX-related processes
• Reach out by calls, emails and in-person meetings, and follow up to ensure client satisfaction and retention
• Maintain accurate records in the CRM
• Collaborate with the team to meet sales targets, support marketing campaigns and give feedback on client needs and market trends

Required profile

• Demonstrated client-facing sales or customer service experience, preferably in financial services
• Strong communication, presentation and interpersonal skills, able to explain financial concepts simply
• Comfort with target-driven work such as prospecting, lead management and closing sales
• Ability to work on-site in Lahore full-time and with cross-functional teams
• Relevant education in business, finance, economics or a related field is an advantage; equivalent experience is also considered

Required skills

• CRM or sales tracking tools
• Common office software (spreadsheets, word processing, email) and digital collaboration tools
• A basic understanding of foreign exchange, trading or financial markets is strongly preferred