Sales Setter responsible for managing client interactions and organizing appointments in Hamburg for a financial services team. Provides structured support with a focus on efficiency and clear processes.
Responsibilities
Telephone outreach: You contact potential customers based on a clear call script.
Appointment management: You coordinate and schedule consultation appointments in a structured and reliable manner.
Preparation and follow-up: You prepare client appointments using checklists and document the results accurately.
Team support: You assist advisors in day-to-day tasks — for example, with preparation, documentation and follow-up.
Data maintenance: You keep customer information in the system up to date and complete.
Event support: You occasionally accompany client events or workshops and take on defined responsibilities there.
Requirements
You work in a disciplined, organized and meticulous manner.
You feel comfortable working within clear structures and defined routines.
You communicate by phone in a friendly, calm and professional way.
You reliably follow clear instructions and document conscientiously.
Experience in customer contact, administration or organization is a plus but not required.
Benefits
Clear processes & defined structures: For smooth workflows and efficient work.
Systematic onboarding: You will be trained step by step within 2–4 weeks — with clear checklists and guides.
A stable environment: Regular working hours, defined responsibilities and a reliable team.
Structured team collaboration: Everyone knows their area — cooperation is based on responsibility and order.
Planning security: We think long-term — in years, not in projects.
Modern working: Structured environment, digital tools and clear communication.
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