Digital Sales Representative responsible for driving sales growth through proactive outreach and relationship building. Delivering a positive customer experience while maximizing revenue in target accounts.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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