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

DB Financial · Remote job · posted Mar 4, 2026

Full-time
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The full posting

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).

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.

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