Vertriebsassistent (m/w/d) Finanzdienstleistung – Gestalten statt verkaufen!
Core
Backoffice support for financial advisors, focusing on analyzing client relationships and preparing consultation materials.
Role type
Sales assistant (financial services)
Builds
Financial advisory services for private clients
Domain
Financial services / Insurance / Investment
Required skills
Knowledge of insurance, financing, and/or investment; Backoffice operations; Customer orientation; Empathy; Process improvement
Preferred skills
Curiosity; Willingness to learn; Initiative
Responsibilities
Analyze existing client relationships; Prepare and follow up on advisory consultations; Communicate with clients and partner companies; Improve internal processes
Seniority
Entry-level to Mid-level