RMG Recruitment Agency · 13 hours ago
Remote Spanish Retention Agents
RMG Recruitment Agency is a well-established, fully regulated financial services company looking for experienced Spanish-speaking Retention Agents to join their international team. The role involves managing an existing portfolio of clients, focusing on client retention, engagement, reactivation, and upselling, while ensuring compliance with regulatory standards.
Financial Services
Responsibilities
Manage and retain an assigned portfolio of Spanish-speaking clients
Build long-term relationships with existing and VIP clients
Increase client lifetime value through upselling and reactivation
Identify churn risks and apply effective retention strategies
Conduct daily communication via phone, email, and CRM tools
Meet and exceed monthly retention and revenue KPIs
Maintain accurate records and client activity in the CRM system
Ensure full compliance with KYC, AML, and regulatory guidelines
Work closely with internal teams (Compliance, Payments, Support)
Qualification
Required
Native or fluent Spanish (spoken & written)
Good level of English
Proven experience as a Retention Agent (Forex / CFD / iGaming preferred)
Experience working with LATAM markets (strong advantage)
Strong phone sales, negotiation, and closing skills
Experience handling existing clients and VIP accounts
Target-driven mindset with strong KPI focus
Hands-on experience with CRM systems (Zoho, Salesforce, HubSpot, or similar)
Ability to work remotely, independently, and manage time effectively
Reliable internet connection and professional home-office setup
Understanding of regulated environments and compliance requirements (advantage)
Manage and retain an assigned portfolio of Spanish-speaking clients
Build long-term relationships with existing and VIP clients
Increase client lifetime value through upselling and reactivation
Identify churn risks and apply effective retention strategies
Conduct daily communication via phone, email, and CRM tools
Meet and exceed monthly retention and revenue KPIs
Maintain accurate records and client activity in the CRM system
Ensure full compliance with KYC, AML, and regulatory guidelines
Work closely with internal teams (Compliance, Payments, Support)
Preferred
Experience working with LATAM markets (strong advantage)
Proven experience as a Retention Agent (Forex / CFD / iGaming preferred)
Understanding of regulated environments and compliance requirements (advantage)
Benefits
100% remote position
Competitive base salary + performance-based commission
Work with a regulated, stable, and reputable company
Structured onboarding and ongoing support
Clear performance metrics and growth opportunities
International and professional work environment
Company
RMG Recruitment Agency
RMG Talent is a global recruitment agency specialising in the Forex and iGaming industries.
Funding
Current Stage
Early StageCompany data provided by crunchbase