Nebenberuflicher Vertriebsassistent (m/w/d) – Finanzdienstleistung | flexibel & Homeoffice
Core
Part-time sales assistant supporting customer acquisition, appointment scheduling, and preparation of individual financial concepts for private and business clients.
Role type
part-time sales assistant (financial services)
Builds
financial concepts and client relationships
Domain
financial services and insurance
Deliverable
client delivery
Required skills
customer acquisition, appointment scheduling, data management, document preparation, PC and digital tools proficiency
Preferred skills
driver's license (Class B), foreign languages
Responsibilities
supporting customer care and acquisition, scheduling and preparing client meetings, assisting in creating individual financial concepts, maintaining and updating customer data, preparing and organizing documents, supporting sales and organizational tasks, building a personal client base
Seniority
entry-level, part-time