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

📋 Description

• Offer telephone assistance to potential clients using a conversation framework.

• Execute structured initial consultations to ascertain client requirements.

• Maintain and log interactions in the CRM system.

• Organize and prepare for financial advisory meetings.

• Assist with events, seminars, and team activities.

• Follow up on warm leads.

• Aid financial advisors in their appointment preparations.

⛳️ Requirements

• High school diploma, completed commercial training, or an equivalent or higher-level qualification.

• Reside in Germany.

• A structured, responsible, and solution-focused work approach.

• Clear, professional, and friendly communication skills—in person, via phone, and digitally.

• Willingness to operate within established systems and defined processes.

• Take ownership of responsibilities within your area and ensure thorough completion of tasks assigned.

• Sales experience is advantageous but not mandatory.

• Experience in customer consulting, sales, or financial services is beneficial but not essential.

• Proficiency in the German language / German-speaking capability.

🏝️ Benefits

• Regular working hours.

• Two to four weeks of structured onboarding with checklists and conversation frameworks.

• Long-term collaboration opportunities.

• Modern office located in Hamburg or the option for remote work.

• Team-oriented working atmosphere.

• Clearly defined processes, roles, and established procedures.