CareerPlan

Sales Consultant Außendienst (m/w/d) B2B /Finanzdienstleistungen

Dortmund, NORDRHEIN_WESTFALENFull-time2026-09-22 → 2026-11-12
Hybrid

Core

B2B sales consultant for financial services, advising companies on financial products and membership models to build long-term client relationships.

Role type

B2B sales consultant (financial services)

Builds

Financial products and membership services for corporate clients

Domain

Financial services / Business information

Deliverable

product features

Required skills

B2B sales, client advisory, negotiation, CRM system usage, financial understanding, relationship management

Preferred skills

Experience in banking/financial services, driving license Class B, management-level communication

Responsibilities

Consult companies on financial products and membership models, prepare and conduct client meetings, create offers and guide the decision process to contract signing, build and maintain long-term client relationships, document activities in CRM system, participate in network events and regional meetings

Seniority

Mid-level, independent IC