Senior Analyst, FP&A at Primient providing strategic financial insights and analysis for organizational success. Leading financial planning processes and collaborating with cross - functional teams to drive performance.
NI
Hybrid Persönliche Assistenz – e-Kommunikation, Finanzplanung, Angebote
Posted 4 months ago
About the role
- Personal Assistant managing e-communication and financial planning for insurance comparison. Sorting email, creating offers and maintaining CRM activities in a remote, hybrid setting.
Responsibilities
- E-Mail Posteingang sortieren, beantworten und archivieren
- Angebotserstellung (echt einfach, nur Fleiß und Genauigkeit benötigt)
- Finanzplanung (Copy + Paste: Wie ein Computerspiel, nur ohne Bilder...)
- Zahlen in ein Google Excel eintragen
- Termine vereinbaren
- Aktivitäten im CRM überwachen
- Optional: Texte fabrizieren, auf der Webseite einfügen und partizipierst durch einen garantierten Affiliate-Link dein Leben lang mit.
Requirements
- IHK Ausbildung zur Versicherungs- und Finanzkauffrau / mann ODER (für Quereinsteiger) Zu verstehen, dass man sich mit Versicherungen und Finanzen auseinandersetzen muss.
- Die wichtigsten Absicherungsformen kennst.
- Krankenkasse, Private Haftpflicht, Berufsunfähigkeit.
- Interesse an Hausrat, Auto / Motorrad, Wohngebäude, Unfall, Girokonto, Tagesgeldkonto.
- Du solltest lernbereit sein.
Benefits
- Eine Lernkurve in den Punkten Finanzen, Steuern, Vermögen und Absicherungen, die Dir dein Leben lang helfen werden.
- 100% remote
- Du kannst um die Welt reisen und bekommst Money.
- Du kannst PartnerIn werden.
- Du kannst ausgebildet werden.
- Du kannst auch einfach Affiliate bleiben und nebenberuflich Money schöffeln.
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