Vertriebsassistenz (m/w/d)
Hybrid
Core
Sales assistant supporting customer acquisition, qualification, and coordination of advisory appointments for a leading European digital wealth manager.
Role type
Sales Support Specialist
Builds
Customer acquisition pipeline and appointment scheduling for investment advisory services
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
CRM system proficiency, telephone communication, data documentation, appointment coordination, customer qualification
Preferred skills
Experience in banking/insurance/financial services, negotiation skills, English language skills
Responsibilities
Qualify leads and gather information on asset situations, coordinate advisory appointments, support sales team in customer acquisition, maintain CRM data, follow up on leads and reactivate contacts
Seniority
Entry-level / Junior