Hybrid Financial and Insurance Advisor — Permanent Position

at Fincura - Gesunde Finanzen.

• Job title: Financial and Insurance Advisor — Permanent Position
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: €60,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Potsdam, Germany

About the role

• Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.

Responsibilities

• Conduct online consultations via Google Meet on topics such as occupational disability insurance (income protection), investments, retirement planning, and family finances.
• Prepare for and follow up on client appointments, including drafting clear recommendations.
• Analyze the initial financial situation of prospects and existing clients.
• Create individualized financial and protection plans tailored to clients' lives.
• Maintain and document all relevant client data in our CRM system.
• Actively service our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified lead inquiries coming from webinars, referrals, or our website — no cold calling.
• Work closely within a small team, including sharing expertise, optimizing processes, and shaping a modern advisory culture.

Requirements

• Professional experience in financial or insurance advisory, e.g. as a broker, in structured sales, or as an advisor at an insurer or bank.
• Strong communication skills and enjoyment in explaining complex topics clearly.
• Digital affinity and enthusiasm for modern online advising using professional tools.
• Structured and reliable work style, even during periods with many client appointments.
• Approachable, respectful demeanor toward clients and colleagues.

Benefits

• Hybrid work: After onboarding, you can flexibly choose between our office in Potsdam and working from home.
• Flexible working hours: We will agree on a schedule that fits your life.
• No cold calling: You will receive qualified existing clients and warm leads — no cold outreach or sales pressure.
• Training included: You receive a personal development budget (time & money) for professional trainings, coaching, and specializations of your choice.
• Modern processes & tools: Digital advisory, clearly structured workflows, and AI-supported assistance.
• Family-like, appreciative work environment: Small team, direct collaboration, and plenty of room for your own ideas.
• Performance-based bonus in addition to fixed salary.
• Permanent contract after the probationary period.
• Individual vacation arrangements — we consider your personal preferences when planning time off.
• Office benefits: Modern workstations, good transport links, coffee, tea, water, and a quiet atmosphere.
• Team events: Shared activities that strengthen cohesion and are fun.