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DB FinancialRevenue, Retention Agents

Retention Agent (Forex/CFD) — English Native (British or American Accent)

Saint Julian'sremote

Posted 4mo ago · via Recruitee

About this role

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. Key Responsibilities 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).…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

Score yourself on this role.
Free · no card · written explanation included
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