Fincura - Gesunde Finanzen.

Insurance

• Conduct online consultations via Google Meet on topics such as occupational disability insurance (income protection), investments, retirement planning, and family finances.
• Prepare for and follow up on client appointments, including drafting clear recommendations.
• Analyze the initial financial situation of prospects and existing clients.
• Create individualized financial and protection plans tailored to clients' lives.
• Maintain and document all relevant client data in our CRM system.
• Actively service our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified lead inquiries coming from webinars, referrals, or our website — no cold calling.
• Work closely within a small team, including sharing expertise, optimizing processes, and shaping a modern advisory culture.

Financial and Insurance Advisor — Permanent Position

• Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
• Prepare and follow up on client appointments, including creating clear recommendations.
• Analyze the financial situation of prospects and existing clients.
• Create tailored financial and protection plans that fit clients' lives.
• Maintain and document all relevant client data in our CRM system.
• Actively manage our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified prospect inquiries that come through webinars, referrals or our website — no cold calling.
• Work closely within a small team, including exchanging expertise, optimizing processes and helping shape a modern advisory culture.