Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
FF
Hybrid Financial and Insurance Advisor — Permanent Position
Posted 8 hours ago
About the role
- Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.
Responsibilities
- Conduct online consultations via Google Meet on topics such as occupational disability insurance (income protection), investments, retirement planning, and family finances.
- Prepare for and follow up on client appointments, including drafting clear recommendations.
- Analyze the initial financial situation of prospects and existing clients.
- Create individualized financial and protection plans tailored to clients' lives.
- Maintain and document all relevant client data in our CRM system.
- Actively service our existing clients, including regular check-ins regarding life events and opportunities for optimization.
- Handle qualified lead inquiries coming from webinars, referrals, or our website — no cold calling.
- Work closely within a small team, including sharing expertise, optimizing processes, and shaping a modern advisory culture.
Requirements
- Professional experience in financial or insurance advisory, e.g. as a broker, in structured sales, or as an advisor at an insurer or bank.
- Strong communication skills and enjoyment in explaining complex topics clearly.
- Digital affinity and enthusiasm for modern online advising using professional tools.
- Structured and reliable work style, even during periods with many client appointments.
- Approachable, respectful demeanor toward clients and colleagues.
Benefits
- Hybrid work: After onboarding, you can flexibly choose between our office in Potsdam and working from home.
- Flexible working hours: We will agree on a schedule that fits your life.
- No cold calling: You will receive qualified existing clients and warm leads — no cold outreach or sales pressure.
- Training included: You receive a personal development budget (time & money) for professional trainings, coaching, and specializations of your choice.
- Modern processes & tools: Digital advisory, clearly structured workflows, and AI-supported assistance.
- Family-like, appreciative work environment: Small team, direct collaboration, and plenty of room for your own ideas.
- Performance-based bonus in addition to fixed salary.
- Permanent contract after the probationary period.
- Individual vacation arrangements — we consider your personal preferences when planning time off.
- Office benefits: Modern workstations, good transport links, coffee, tea, water, and a quiet atmosphere.
- Team events: Shared activities that strengthen cohesion and are fun.
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