Job Openings

Sales Administrator

Job ID: BH500104

Category: Customer Service

Specialty: Administrative

Sales Administrator 

Contract to Hire/Direct Hire

Job Location: Orlando FL

Hours: 40

Company Information, Industry, Size: Financial Services

Interview Process: Virtual

Must Haves:

  • Basic knowledge on Microsoft Excel and Outlook
  • Typing speed at least at 50 words per minute (wpm)


  • BA

Job Summary/Description:
We have a great opportunity for a super customer service oriented multitasker with strong technical skills to join the International Payment (Private) team in the capacity of Sales Administrator based in Orlando, USA.

Role Purpose:

To assist in the onboarding of new accounts from inbound customer leads generated through partnerships and marketing efforts. Developing new relationships with clients over the telephone, email, and face to face.


Preparation for opening of new corporate accounts:

  • Establish and maintain prospective client portfolios until a trading facility has been established
  • Explain moneycorp’s services and where possible tailor those services to the client’s requirements
  • Always be seeking upselling opportunities to inbound leads
  • Increase the conversion rate of the Private Client leads
  • Grow and maintain client relationships through rapport building 

Liasing with Internal and External Departments:

  • Work closely with marketing and Account Managers
  • Open trading facilities to ensure good conversion ratio on leads to accounts and trading ratio on accounts op…


  • Maintain records of all client contact including telephone calls, inbound or outbound.
  • Ensure all files, paperwork are maintained to required standards
  • Ensure all client correspondence are of the highest quality
  • Ensure Company procedures and high standards are followed at all times, with particular focus upon KYC procedures and accurate maintenance of all CRM records, particularly client follow up calls


Knowledge and Experience:

  • Experience in customer service environments
  • Knowledge of financial services markets, products and services
  • Experience within a financial institution – desirable


  • Excellent communication skills in English
  • Ability to adapt to multi-cultural environments
  • Interpersonal skills
  • Relationship building
  • Influencing, persuading and negotiating
  • Decision making and problem solving
  • Team player

Technical Skills:

  • Basic knowledge on Microsoft Excel and Outlook
  • Typing speed at least at 50 words per minute (wpm)


Bachelor’s degree desirable

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract to Direct

Location: Orlando, Florida