New Business Executive

Posted 6 Days Ago
Be an Early Applicant
Lisbon, PRT
In-Office
35K-55K Annually
Entry level
Fintech • Software • Financial Services
The Role
Drive new business by engaging prospects, meeting KPI targets, and converting leads. Build long-term customer relationships, stay informed on markets and regulations, maintain accurate CRM and data records, manage multiple lead sources, and collaborate cross-functionally to deliver compliant, high-quality customer experiences.
Summary Generated by Built In

We are looking for a motivated and customer-focused individual to join our UK New Business team. In this role, you will be the first point of contact for new business prospects, building genuine relationships and helping customers feel confident and safe to trade with us. You will play a key part in shaping the customer experience, working collaboratively across teams to ensure Trade Nation’s values are reflected in every interaction.

Base Salary: €35,000 per annum

On-Target Earnings (OTE): Up to €20,000 in commission

This is a commission-based role, your earnings will reflect your performance, giving you the opportunity to significantly increase your total compensation beyond the base salary

Who we are

Trade Nation is a global CFD and spread betting broker. We help traders make better decisions through clear market insights, transparent pricing and a fairer approach to trading.

Since 2014, we’ve grown into a market-leading, low-cost broker with our headquarters in London and offices across Europe, South Africa, Asia-Pacific, and key offshore regions including the Caribbean and Indian Ocean. Our platform is available in 14 languages, making it accessible to traders worldwide.

Built on transparency and trust, and driven by our people, our focus is simple: helping customers trade more effectively. We do that by keeping costs low, cutting unnecessary complexity and using technology to put traders first.

Your team

Our Lisbon office is located in the Marquês de Pombal area, in the heart of the city, with excellent access to public transport and a wide range of nearby restaurants, cafés, and services - including the beautiful Parque Eduardo VII. The office offers a comfortable and inclusive working environment, featuring dedicated wellbeing areas and communal spaces designed to support collaboration and connection.

Our team plays a vital role in supporting our European market from our first continental European office.

Our commitments to each other

We have each other’s backs
There when we need each other the most.

We challenge each other       
Be more creative, more curious, more bold

We thrive together
Taking our work to the next level

We form strong bonds
Through team building and social events

We don’t judge
Instead, we teach and are open to learning

We step up
Taking ownership and supporting each other to do the same

Responsibilities
  • Consistently deliver against KPIs including call volumes, talk time, and conversion rates, meeting and exceeding monthly targets 
  • Stay informed on global financial markets and macroeconomic trends, confidently discussing relevant developments with customers to build credibility and trust 
  • Cultivate exceptional, long-term relationships with customers, ensuring every interaction leaves them feeling valued, supported, and confident to trade 
  • Develop a thorough understanding of the regulatory framework governing financial trading, applying this knowledge to ensure all activity remains compliant and aligned with industry standards 
  • Maintain accurate and up-to-date records across all key platforms, including HubSpot CRM, Microsoft Excel, SharePoint, and Outlook, upholding a high standard of data integrity 
  • Effectively manage and diversify across multiple lead sources to maximise pipeline coverage and new business opportunities 
  • Work cross-functionally with colleagues across departments - including Marketing, Product, and Compliance - to support brand growth and deliver a consistently outstanding customer experience 
  • Demonstrate the ability to work autonomously, managing your own workload and priorities, while actively contributing to team performance and shared goals 

Requirements
  • Fluency in speaking and writing in English as well as one other language from the following: Portuguese, Polish, or German  
  • Qualifications equivalent to A Level or above (or equivalent experience)  
  • Experience using CRM systems  
  • Experience working in a KPI-driven environment  
  • Experience working in a financially regulated environment 
  • Excellent communication skills, strong attention to detail and a service mindset to support our clients in the demanding, real time environment of online trading.  
  • Well organised with good time management skills, able to take proactive action when necessary 

Benefits
  • Competitive salary and discretionary annual bonus 
  • Private healthcare 
  • Active Lifestyle allowance 
  • Up to 3 weeks allowance to work from any location 
  • Hybrid working environment 

Skills Required

  • Fluency in English and one of: Portuguese, Polish, or German
  • Qualifications equivalent to A Level or above (or equivalent experience)
  • Experience using CRM systems (e.g., HubSpot)
  • Experience working in a KPI-driven environment
  • Experience working in a financially regulated environment
  • Excellent communication skills, attention to detail, and service mindset
  • Well organised with strong time-management and ability to work autonomously
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The Company
HQ: London
141 Employees
Year Founded: 2020

What We Do

Helping you power up your trading since 2014. 🚀 What makes Trade Nation stand out from the crowd? Well, we could say a decade of infusing our products with a relentless drive, unwavering passion, and boundless pride. Or, our unparalleled expertise in spread betting and CFD trading with a management team boasting 200+ years of collective industry experience. Maybe it’s our belief that trading should be accessible to all and how we embrace those who champion this vision with us. Or the high standards we set for excellence and value, creating an environment where new and seasoned traders can thrive. We think it’s all of the above. 👆🙌 Financial spread trading comes with a high risk of losing money rapidly due to leverage. 74.1% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how spread trading works and whether you can afford to take the high risk of losing your money. Trade Nation is a trading name of Trade Nation Financial UK Ltd a financial services company registered in England and Wales under company number 07073413, and authorised and regulated by the Financial Conduct Authority under firm reference number 525164.

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