CareerPlan

Teamleiter Kundenbetreuung Finanzen (m/w/d)

Mönchengladbach, NORDRHEIN_WESTFALENFull-time2026-08-04 → 2026-11-05
On-site

Core

Leading a sales-oriented financial advisory team, coaching members, and actively participating in the daily sales business.

Role type

Team Lead, Financial Customer Support

Builds

Financial advisory services for clients

Domain

Finance / Sales

Deliverable

client delivery

Required skills

Sales experience, Team leadership, Coaching, Process optimization, Analytical thinking, Problem-solving

Preferred skills

Experience in financial services, Tele-sales, Banking qualification

Technologies

None stated

Responsibilities

Lead and develop a sales-oriented advisory team, Coach and motivate team members, Support the team in daily sales operations, Analyze KPIs and optimize consulting quality and internal processes

Seniority

Manager, hands-on leadership