Vertriebsmitarbeiter/in providing customer support for financial advisors in Hamburg, responsible for managing warm leads and organizing appointments. Structured onboarding and team-oriented work environment offered.
Responsibilities
You handle warm leads
Conduct structured initial conversations to determine customer needs
Maintain and document contacts in the CRM system
Organize and prepare for financial advisory appointments
Support events, seminars and team activities
Requirements
You work reliably, punctually and with discipline
You are comfortable in clearly structured processes
You have a pleasant, professional manner of communication — by phone and in writing
You follow instructions precisely and document your work conscientiously
Experience in sales, consulting or customer service is a plus — but not required
Benefits
Regular working hours, clear processes, defined roles
Systematic onboarding: 2–4 weeks of structured handover with checklists and guides
Long-term collaboration: we think in years, not projects
Pleasant work environment: modern office in Hamburg or remote — with clear structure and a team focus
Team-oriented work: everyone knows their responsibilities and works together
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