Sales Representative – Full-Time, German-Speaking

Posted 43mins ago

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Job Description

Vertriebsmitarbeiter für Finanzberatung, Betreuung warmer Leads und strukturierte Erstgespräche. CRM-Pflege sowie Organisation und Vorbereitung von Beratungsterminen.

Responsibilities:

  • Provide telephone support to prospective clients using a conversation guide
  • Conduct structured initial calls to identify client needs
  • Maintain and document contacts in the CRM system
  • Organize and prepare for financial advisory appointments
  • Support events, seminars, and team events
  • Manage warm leads
  • Assist financial advisors with appointment preparation

Requirements:

  • High school diploma, completed commercial training, or an equivalent or higher-level qualification
  • Residence in Germany
  • Structured, responsible, and solution-oriented approach to work
  • Professional, reliable, and friendly communication—in person, by phone, and digitally
  • Comfortable working within clear systems and defined processes
  • Take ownership of your area of responsibility and complete tasks thoroughly
  • Experience in customer consulting, sales, or financial services is a plus but not required
  • Career changers are welcome

Benefits:

  • Regular working hours
  • 2–4 weeks of structured onboarding with checklists and conversation guides
  • Long-term collaboration
  • Modern office in Hamburg or remote work
  • Clear processes and defined roles
  • Team-oriented working environment
  • Clearly defined workflows, checklists, and tools