Sales Representative in Hamburg providing consultations to interested clients and supporting financial advisors. Engaging with warm leads and organizing appointment preparations for financial consultations.
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 arbeitest zuverlässig, pünktlich und diszipliniert
Du fühlst dich in klar strukturierten Abläufen wohl
Du hast eine angenehme, verbindliche Kommunikation – telefonisch und schriftlich
Du setzt Anweisungen präzise um und dokumentierst deine Arbeit gewissenhaft
Erfahrung in Vertrieb, Beratung oder Kundenbetreuung ist ein Plus – kein Muss
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