CareerPlan

Kundenberater / Account Manager (m/w/d) für Neumandanten

Hamburg, HAMBURGRemoteFull-time2026-02-04 → 2026-11-12

Core

First point of contact for debt regulation and insolvency services, analyzing individual client situations and guiding them from initial contact to contract signing.

Role type

Customer Advisor / Account Manager

Builds

Debt regulation and insolvency services for clients

Domain

Financial services / Debt counseling

Deliverable

client delivery

Required skills

Commercial training or equivalent experience, customer contact experience, sales or account management experience, banking or insurance industry experience, structured work, independent responsibility, empathy, economic thinking, German language proficiency

Preferred skills

Experience in customer advisory, sales, account management, banking, insurance, or service sectors

Technologies

AdvoNeo proprietary software

Responsibilities

Analyze individual client situations, guide clients from first contact to contract signing, conduct professional and trust-building consultations, lead independent phone conversations, maintain overview of multiple processes, optimize internal processes with the team