Sales Representative – Full-time, German-speaking
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Job Description
Vertriebsmitarbeiter/in betreut Interessenten und führt strukturierte Erstgespräche. Unterstützung von Finanzberatern bei Terminvorbereitung, CRM-Dokumentation und Veranstaltungen.
Responsibilities:
- Telephone support for prospective clients using a conversation guide
- Conduct structured initial interviews to assess needs
- Maintain and document contacts in the CRM system
- Organize and prepare advisory appointments in the financial sector
- Support at events, seminars and team events
- Manage warm leads
- Support financial advisors with appointment preparation
Requirements:
- A‑levels (Abitur), completed commercial vocational training, or an equivalent/higher qualification
- Residence in Germany
- Structured, responsible and solution-oriented way of working
- Reliable, professional and friendly communication in person, by phone and digitally
- Comfortable working with clear systems and defined processes
- Ownership for your area and thorough completion of tasks
- Sales experience is helpful but not required
- Experience in customer advisory, sales or financial services is a plus but not a prerequisite
- Career changers welcome
Benefits:
- Regular working hours
- Clear processes and defined roles
- 2–4 weeks structured onboarding with checklists and guides
- Long-term collaboration
- Modern office in Hamburg or remote work option
- Team-oriented working environment
- Clear workflows, checklists and tools
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