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









