Sales representative for consulting and supporting financial advisors through structured conversations and appointment preparation. Welcoming newcomers with clear processes and systematic onboarding.
Responsibilities
Telefonische Betreuung von Interessenten auf Basis eines Gesprächsleitfadens
Durchführung strukturierter Erstgespräche zur Bedarfsermittlung
Pflege und Dokumentation der Kontakte im CRM-System
Organisation und Vorarbeit für Beratungstermine im Finanzbereich
Unterstützung bei Veranstaltungen, Seminaren und Team-Events
Requirements
Du hast ein Abitur oder eine abgeschlossene kaufmännische Ausbildung oder ein vergleichbarer/höherwertiger Abschluss
Du hast einen Wohnsitz in Deutschland
Du arbeitest strukturiert, verantwortungsbewusst und lösungsorientiert.
Du kommunizierst verbindlich, professionell und freundlich – persönlich, telefonisch und digital.
Du fühlst dich in klaren Systemen und definierten Abläufen wohl.
Du übernimmst Verantwortung für deinen Bereich und schließt Aufgaben sauber ab.
Erfahrung in Kundenberatung, Vertrieb oder Finanzdienstleistung ist ein Plus, aber keine Voraussetzung – wichtig ist deine Haltung.
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