Vertriebsmitarbeiter/in für telefonische Betreuung von Interessenten und Unterstützung unserer Finanzberater. Klar strukturierter Arbeitsplatz mit festen Abläufen und langfristiger Zusammenarbeit.
Responsibilities
Telephone support for prospective clients using a scripted guide
Conduct structured initial calls to assess client needs
Maintain and document contacts in the CRM system
Organize and prepare materials for financial advisory appointments
Support events, seminars and team activities
Requirements
Reliable, punctual and disciplined work approach
Comfortable working within clearly structured processes
Pleasant, professional communication skills – both on the phone and in writing
Follow instructions precisely and document your work conscientiously
Experience in sales, consulting or customer service is a plus but not required
Benefits
Regular, fixed working hours
Clear processes
Defined roles
Systematic onboarding: 2–4 weeks of structured handover with checklists and guidelines
Long-term collaboration: we think in years, not projects
Pleasant working environment: modern office in Hamburg or remote — with clear structure and a team focus
Team-oriented culture: everyone knows their responsibilities and works together
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