(Junior) Spezialist (m/w/d) Vertriebsservice
Core
Second-level support for contract-bound financial advisors, process optimization, and training coordination for the SIGNAL IDUNA Asset Management GmbH.
Role type
Junior sales service specialist (financial services)
Builds
Support services and training programs for the sales force
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
Financial advisory training, customer-centric approach, analytical skills, coordination, presentation skills, independent work
Preferred skills
Quick learning ability, creative problem solving, team collaboration
Responsibilities
Provide second-level support to financial advisors, analyze support needs to optimize processes, handle complex individual cases, co-host sales events and training sessions, create and update sales support materials
Seniority
Junior, hands-on IC