Vertriebsassistenz Maklervertrieb (gn)r
Core
Sales assistant for broker distribution, supporting the head of sales, managing broker onboarding, and serving as the primary contact for brokers regarding products and processes.
Role type
Sales Operations Assistant (Broker Distribution)
Builds
CRM data, sales reports, and broker onboarding workflows
Domain
Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Broker distribution experience, CRM proficiency, MS Office, German (fluent), organizational management, stakeholder communication
Preferred skills
Insurance training, experience with pension products (e.g., funeral insurance)
Responsibilities
Support the head of broker sales in daily operations, act as the first point of contact for brokers, facilitate onboarding of new distribution partners, maintain CRM and prepare sales reports, organize training and webinars for partners