Persönliche Assistenz – e-Kommunikation, Finanzplanung, Angebote

This is a fully remote position, open to applicants in Germany.

📋 Description

• Organize, respond to, and archive email correspondence.

• Open, label, digitize, and file the unread postal mail on Fridays.

• Create quotes in the area of insurance comparison.

• Develop concepts and manage task reminders.

• Prepare for and follow up on meetings.

• Assist with recruiting efforts.

• Design academy and training concepts for insurance brokers.

• Support brokers in onboarding to software systems.

• Schedule commercial inquiries and manage them within the CRM system.

• Send follow-up emails.

• Organize important events, appointments, and planning activities.

• Enter data into Google Sheets.

• Monitor activities within the CRM system.

• Optional: Utilize Jarvis AI to create content, integrate it on the website, and manage affiliate content.

⛳️ Requirements

• Completed IHK training as an insurance and finance clerk OR demonstrable engagement with insurance and finance as a career changer.

• Basic knowledge of essential forms of insurance, such as health insurance, private liability, and occupational disability insurance.

• Willingness to expand knowledge on household, auto/motorcycle, residential building, accident insurance, checking accounts, and savings accounts.

• Openness to learning.

• Diligence and precision in creating quotes.

• Interest in digital communication, financial planning, and CRM tasks.

🏝️ Benefits

• €15 per hour.

• 100% remote work.

• Opportunity to travel the world.

• Lifelong learning curve in finance, taxes, assets, and insurance.

• Potential to become a partner.

• Opportunities for training.

• Chance to earn additional income as an affiliate.

• Guaranteed affiliate link with lifelong participation.

• Development of skills in SEO, marketing, copywriting, and cash flow.