Freelance Financial and Insurance Consultant

Fincura - Gesunde Finanzen.

Online Financial Consultant conducting hybrid client consultations primarily focusing on financial advice in Germany. Supporting clients in making informed financial decisions without traditional sales pressures.

Posted 5/23/2026contractPotsdam • 🇩🇪 GermanyJunior💰 €43,368 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Professional experience in financial or insurance advisory, e.g., as a broker, in a structured sales organization, 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 working style, even during busy periods with many client appointments.
Friendly, respectful demeanor toward clients and colleagues.

Benefits

Comp & perks

Maximum flexibility: Work hybrid from our office in Potsdam or remotely from anywhere.
Flexible scheduling: Manage your workday independently.
No cold calling: You receive qualified existing clients and warm leads—without traditional sales pressure.
Continued education included: You receive a personal learning budget (time & money) for 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.
Attractive earning potential on a commission and fee basis.
Long-term collaboration with development opportunities.
Individual vacation arrangements — we accommodate your personal preferences when planning time off.
Modern workplaces with good transport links, plus coffee, tea and water on site.
Team events: Shared activities strengthen cohesion and are fun.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisretirement planningoccupational disability insuranceinvestment strategiesfinancial planningclient data managementCRM systemstailored financial plansprotection plans

Soft Skills

strong communication skillsexplanation of complex topicsstructured working stylereliable working stylefriendly demeanorrespectful demeanorteam collaborationclient managementprocess optimization