Sales Representative advising customers and supporting financial advisors with structured communication. Systematic onboarding with clear processes and team focus while working in Hamburg or remote.
Responsibilities
You manage warm leads
Conduct structured initial conversations to determine customer needs
Maintain and document contacts in the CRM system
Organize and prepare advisory appointments in the financial sector
Provide support for events, seminars and team activities
Requirements
You work reliably, punctually and with discipline
You are comfortable with clearly structured processes
You communicate in a pleasant, professional manner — both on the phone and in writing
You follow instructions precisely and document your work diligently
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 guidelines
Long-term collaboration: we think in years, not projects
Pleasant working environment: modern office in Hamburg or remote — with clear structure and team focus
Team-oriented working: everyone knows their responsibilities; we all pull together
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