Vertriebsassistent:in im Innendienst mit Schwerpunkt Privatkunden | Region Ulm (m/w/d)
Core
Administrative and operational support for private customer sales operations, including data management, appointment scheduling, and lead tracking.
Role type
Sales Assistant (In-house)
Builds
Sales appointment schedules and organized lead pipelines for private customers
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, Self-management
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