Vertriebsassistenz (m/w/d)
Core
Sales assistant supporting the sales manager with operational daily business, process coordination, and customer acquisition for insurance concepts tailored to the real estate industry.
Role type
Sales assistant (administrative & operational support)
Builds
Insurance concepts for the real estate sector
Domain
Insurance / Real Estate
Required skills
Administrative organization, CRM management, customer communication, offer preparation, process coordination, follow-up management
Preferred skills
Insurance industry experience, real estate knowledge, independent work style
Technologies
CRM systems, Maklerverwaltungsprogramm
Responsibilities
Support the sales manager in operational daily business and organization of sales activities; Coordinate and follow up on sales processes, appointments, and open tasks; Actively follow up with potential clients and customers regarding offers, appointments, or required information; Participate in customer acquisition from first contact to follow-ups; Maintain existing customer relationships and communicate with potential clients; Create and prepare offers, presentations, reports, and meeting minutes; Support in processing offers and tenders in the composite insurance area; Organize small sales projects and actions independently; Maintain and develop customer and potential client data in the CRM system; Communicate with customers, potential clients, and business partners via phone and in writing.