Vertriebsassistent-/in
Core
Support the Allfinanz advisory team with administrative tasks, customer coordination, and office operations, with a pathway to independent financial advisory.
Role type
Sales Assistant (Assistant to Financial Advisor)
Builds
Administrative support for financial advisory services
Domain
Financial services / Insurance / Wealth management
Deliverable
client delivery
Required skills
Customer communication, administrative organization, office management, financial planning interest, reliability, initiative
Preferred skills
Commercial training, experience in finance/insurance/sales/customer service, entrepreneurial mindset
Technologies
CRM systems (implied by customer file management)
Responsibilities
Coordinate customer appointments, communicate with clients via phone and email, prepare and follow up on client meetings, maintain customer files, support financial advisors in daily operations
Seniority
Entry-level with growth potential