Fincura - Gesunde Finanzen.

Financial and Insurance Advisor — Permanent Position

Fincura - Gesunde Finanzen.

full-time

Posted on:

Location Type: Hybrid

Location: Potsdam • Germany

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Salary

💰 €60,000 per year

About the role

  • 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.

Requirements

  • Professional experience in financial or insurance advisory, e.g. as a broker, in structured sales, 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 advising using professional tools.
  • Structured and reliable work style, even during periods with many client appointments.
  • Approachable, respectful demeanor toward clients and colleagues.
Benefits
  • Hybrid work: After onboarding, you can flexibly choose between our office in Potsdam and working from home.
  • Flexible working hours: We will agree on a schedule that fits your life.
  • No cold calling: You will receive qualified existing clients and warm leads — no cold outreach or sales pressure.
  • Training included: You receive a personal development budget (time & money) for professional trainings, 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 fixed salary.
  • Permanent contract after the probationary period.
  • Individual vacation arrangements — we consider your personal preferences when planning time off.
  • Office benefits: Modern workstations, good transport links, coffee, tea, water, and a quiet atmosphere.
  • Team events: Shared activities that strengthen cohesion and are fun.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningoccupational disability insuranceinvestment analysisretirement planningclient data analysisprotection plansstructured saleslead management
Soft Skills
communication skillsexplanation of complex topicsstructured work stylereliabilityapproachabilityrespectfulnessteam collaboration