Sales Assistant | Chile

XTB is a global company from the financial industry, focusing on online trading of financial instruments. We are the largest FinTech in Poland and a leader in Central and Eastern Europe, and the range of our operations covers several countries, including Asia and South America. At XTB, we focus on the development of our employees, giving them opportunities to gain knowledge and skills in various fields, as well as offering a number of training and development programs. If you are looking for challenges and want to gain valuable experience in an international business environment, XTB is the right place for you.

We are a certified Great Place to Work company.

• Lead Management — Conduct initial outreach to potential clients, qualify their profile, and route them to the appropriate sales executive.

• Proposal Preparation — Prepare tailored sales presentations, commercial proposals, and product quotes for instruments such as stocks, funds, and derivatives.

• Closing Support — Assist sales executives during negotiations, monitor progress, and follow up on contract closures or account openings.

• Customer Service — Resolve operational inquiries including transfer status, platform access, and account statement visibility.

• Client Retention — Execute proactive loyalty campaigns to inform clients about expirations, market events, and new product opportunities.

• CRM Management — Maintain accurate and up‑to‑date client records, logging all interactions and tracking progress through the sales funnel.

• Reporting — Prepare periodic commercial reports covering KPIs, transaction volumes, and new client acquisition metrics.

• Internal Liaison — Coordinate with Operations, Compliance, and Back Office to ensure smooth processing of client orders.

• Research Support — Organize, format, and distribute newsletters or market reports produced by the analysis team.

• Education — Technical or professional degree in Business Administration, Finance, Economics, or a related field.

• Soft Skills — Detail‑oriented, strong verbal and written communication, ability to work under pressure and manage time effectively.

• Technical Knowledge — Basic understanding of financial instruments (equities, funds, derivatives) and market concepts.

• CRM Proficiency — Experience with CRM platforms such as Salesforce, HubSpot, or similar tools.

• Analytical Mindset — Ability to interpret client data, track KPIs, and support commercial decision‑making.

• Team Collaboration — Comfortable working cross‑functionally with sales, operations, and compliance teams.

• Career Development — Clear growth path within a high‑performance commercial team.

• Training — Continuous learning in financial products, sales techniques, and CRM best practices.

• Dynamic Environment — Exposure to a fast‑moving market environment where initiative and ownership are valued.

• Collaborative Culture — Supportive, meritocratic team with strong alignment between sales, operations, and compliance.

• Tools & Resources — Access to modern CRM systems, reporting dashboards, and high‑quality research materials.

• Competitive Package — Attractive compensation aligned with experience, plus performance‑based incentives.