Fincura - Gesunde Finanzen.

Financial and Insurance Advisor

Fincura - Gesunde Finanzen.

full-time

Posted on:

Location Type: Hybrid

Location: Potsdam • Germany

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Salary

💰 €60,000 per year

Job Level

Junior

About the role

  • 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.

Requirements

  • Professional experience in financial or insurance consulting, e.g., as a broker, in structured sales/distribution, or as an advisor at an insurer or bank.
  • Strong communication skills and enjoyment in explaining complex topics clearly.
  • Digital affinity and enthusiasm for modern online advisory using professional tools.
  • Structured and reliable work style, even during periods with many client appointments.
  • Friendly, respectful manner toward clients and colleagues.
Benefits
  • Hybrid working: After your onboarding, you can flexibly choose between our Potsdam office and working from home.
  • Flexible working hours: We'll agree on a schedule that fits your life.
  • No cold calling: You'll receive qualified existing clients and warm leads — no cold outreach or sales pressure.
  • Continuing education included: You will receive a personal development budget (time & money) for professional training, coaching and specializations of your choice.
  • Modern processes & tools: Digital advisory, clearly structured workflows and AI-supported assistance.
  • Family-like, appreciative work environment: Small team, direct collaboration and plenty of room for your own ideas.
  • Performance-based bonus in addition to a fixed salary.
  • Permanent employment contract after the probationary period.
  • Individual vacation arrangements — we take your personal preferences into account when planning time off.
  • Office benefits: Modern workspaces, good transport links, coffee, tea, water and a calm atmosphere.
  • Team events: Shared activities to strengthen cohesion and have fun.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial consultinginsurance consultingretirement planninginvestment analysisfinancial planningclient data managementCRM systemsstructured salesclient appointment management
Soft Skills
strong communicationexplanation of complex topicsstructured work stylereliabilityfriendly demeanorrespectful interactionteam collaborationprocess optimization