Vertriebsassistent:in im Innendienst mit Schwerpunkt Privatkunden | Region Ulm (m/w/d)
Core
Administrative and sales support for private customers, managing office operations, scheduling, and lead tracking.
Role type
Administrative Sales Assistant (Private Banking/Insurance)
Builds
Office structure, appointment schedules, and sales lead pipelines
Domain
Insurance and Financial Services
Deliverable
dashboards & analysis
Required skills
Data management, Appointment scheduling, Lead tracking, Office administration, Multitasking
Preferred skills
Customer service orientation, Team collaboration, Goal-oriented work
Technologies
Office software, CRM systems
Responsibilities
Maintain office structure and data integrity, Manage appointments and coordinate consultation schedules, Track sales leads and assign appointments, Support sales team efficiency