Fincura - Gesunde Finanzen.

Insurance

• Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
• Prepare for and follow up on client appointments, including producing clear recommendations.
• Analyze the financial starting point of prospects and existing clients.
• Develop individual financial and protection plans tailored to clients’ lives.
• Maintain and document all relevant client data in our CRM system.
• Provide active servicing of our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified inbound inquiries generated via 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.

Financial and Insurance Consultant, Freelance

• Durchführung von Online-Beratungen über Google Meet zu Themen wie Berufsunfähigkeitsabsicherung, Geldanlage, Altersvorsorge und Familienfinanzen.
• Vor- und Nachbereitung deiner Kundentermine , inklusive Erstellung klarer Empfehlungen.
• Analyse der finanziellen Ausgangssituation von Interessenten und Bestandskunden.
• Erstellung individueller Finanz- und Absicherungskonzepte , die zum Leben der Kunden passen.
• Pflege und Dokumentation aller relevanten Kundendaten in unserem CRM-System.
• Aktive Betreuung unserer Bestandskunden , inklusive regelmäßiger Check-ins zu Lebensereignissen und Optimierungsmöglichkeiten.
• Bearbeitung von qualifizierten Interessentenanfragen , die über Webinare, Empfehlungen oder unsere Website zu uns kommen – keine Kaltakquise.
• Enge Zusammenarbeit im kleinen Team , inkl. Austausch zu Fachfragen, Optimierung von Prozessen und Mitgestaltung einer modernen Beratungskultur.

Finanz- und Versicherungsberater, Festanstellung

Financial Planning and Analysis

• Recommend our free webinars and advisory services within your own network.
• Build new contacts via social media, universities, events, or personal referrals.
• Make first contact between interested prospects and our advisory team.
• Support simple organizational tasks related to prospects and webinar participants.
• Attend internal trainings and team meetings.
• Gradually be introduced to topics such as ETFs, investing, disability insurance, and retirement planning.
• Long-term: opportunity to develop toward a junior advisory and client support role.

Campus Ambassador, Finance – Working Student / Freelancer

• 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 drafting clear recommendations.
• Analyze the financial situation of prospects and existing clients.
• Develop tailored financial and protection plans that fit clients' lifestyles.
• Maintain and document all relevant client data in our CRM system.
• Proactively manage our existing clients, including regular check-ins on life events and potential optimization opportunities.
• Handle qualified inbound leads generated via webinars, referrals or our website — no cold calling.
• Collaborate closely within a small team, including exchanging professional expertise, optimizing processes and shaping a modern advisory culture.

Freelance Financial and Insurance Consultant

• Empfehlung unserer kostenfreien Webinare und Beratungsangebote im eigenen Netzwerk.
• Aufbau neuer Kontakte über Social Media, Hochschulen, Veranstaltungen oder persönliche Empfehlungen.
• Herstellung des Erstkontakts zwischen Interessenten und unserem Beratungsteam.
• Unterstützung bei einfachen organisatorischen Tätigkeiten rund um Interessenten und Webinarteilnehmer.
• Teilnahme an internen Schulungen und Teammeetings.
• Schrittweise Einarbeitung in Themen wie ETFs, Geldanlage, Berufsunfähigkeitsabsicherung und Altersvorsorge.
• Perspektivisch: Möglichkeit zur Weiterentwicklung in Richtung Juniorberatung und Kundenbetreuung.

Financial and Insurance Consultant, Freelance

Finanz- und Versicherungsberater, Festanstellung

Campus Ambassador, Finance – Working Student / Freelancer

Freelance Financial and Insurance Consultant

Campus Ambassador, Finance – Werkstudent / Freelancer