We are hiring an experienced Retention Agent with a native-level English (British or American accent) and a proven track record in Forex/CFD client retention This role is focused on protecting revenue, improving client lifetime value (LTV), and reducing churn through proactive relationship management, client education, and structured follow-ups aligned with compliance standards.
Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.
Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.
Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).
Identify churn risk signals and execute save-offers and retention campaigns within approved policies.
Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction
Maintain accurate records of all interactions in the CRM and follow internal workflows.
Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.
Escalate complaints, technical issues, or operational blockers quickly and professionally.
Minimum 3 years’ experience in Forex/CFD retention (brokerage environment).
Native-level English with clear British or American accent (verbal fluency is essential).
Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.
Proven ability to handle objections, de-escalate issues, and build long-term client trust.
Comfortable with high-volume calls and performance-driven environments.
Strong CRM discipline and reporting accuracy.
Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).
Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.
Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.
𝗗𝗕 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 – 𝗬𝗼𝘂𝗿 𝗔𝗹𝗹-𝗶𝗻-𝗢𝗻𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺
At DB Investing, we are redefining the financial landscape by offering a comprehensive platform for investments, crypto, and multi-asset trading. With a strong global presence spanning Dubai (HQ), Seychelles, Cyprus, Nigeria, Malta, Egypt, Saudi Arabia, and Canada, we are committed to delivering secure, innovative, and user-friendly financial solutions to investors worldwide.
What We Offer:
✅ 𝗠𝘂𝗹𝘁𝗶-𝗔𝘀𝘀𝗲𝘁 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 – Access over 10,000 instruments, including real stocks, ETFs, bonds, forex, commodities, and indices with cutting-edge technology and seamless execution.
✅ 𝗖𝗿𝘆𝗽𝘁𝗼 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 – Trade, store, and manage your digital assets securely with our integrated crypto wallet and payment system.
✅ 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 – Diversified financial instruments tailored to both retail and institutional investors.
Why Choose DB Investing?
🚀 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 & 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗲𝗱 – We operate under SCA (UAE), FSA (Seychelles), and Fintrac (Canada) licenses, ensuring transparency and security.
🌍 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵 – Offices in key financial hubs, expanding into Latam and Asia to serve a broader client base.
🏆 𝗔𝘄𝗮𝗿𝗱-𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 – Proud recipients of over 10 industry awards, recognizing our innovation and service quality.
📈 𝗚𝗿𝗼𝘄𝘁𝗵-𝗢𝗿𝗶𝗲𝗻𝘁𝗲𝗱 – Constantly evolving with new features, strategic partnerships, and expansion into emerging markets.
💼 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 – Named among the 𝗧𝗼𝗽 𝟱𝟬 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗖𝗘𝗢𝘀 𝟮𝟬𝟮𝟰 and committed to being a 𝗚𝗿𝗲𝗮𝘁 𝗣𝗹𝗮𝗰𝗲 𝘁𝗼 𝗪𝗼𝗿𝗸.
At DB Investing, we empower traders, investors, and entrepreneurs with the tools, technology, and trust they need to succeed in today's fast-paced financial world.
Join us in shaping the future of finance, trading, and wealth management.
