Sales employee managing client consultations and lead generation in Hamburg's modern office or remote. Offering structured onboarding and collaborative team environment.
Responsibilities
Telephone support for prospective clients using a call script
Conduct structured initial conversations to assess client needs
Maintain and document contacts in the CRM system
Organize and prepare materials for financial advisory appointments
Assist with events, seminars, and team activities
Requirements
You are reliable, punctual, and disciplined
You are comfortable with clearly structured workflows
You communicate in a pleasant and professional manner — both verbally and in writing
You follow instructions precisely and document your work conscientiously
Experience in sales, consulting, or customer service is a plus — not required
Benefits
Regular working hours, clear processes, defined roles
Structured onboarding: 2–4 weeks of guided handover with checklists and guides
Long-term collaboration: we think in years, not in projects
Pleasant working environment: modern office in Hamburg or remote — with clear structure and a team focus
Team-oriented work: everyone knows their responsibilities and works together toward the same goal
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