Financial and Insurance Consultant, Freelance

Fincura - Gesunde Finanzen.

Financial Consultant providing hybrid or remote consultations with clients on financial planning and risk management. Working with existing clients in a collaborative and supportive team setting.

Posted 6/6/2026full-timePotsdam • 🇩🇪 GermanyMid-LevelSenior💰 €43,368 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planningoccupational disability insuranceinvestment analysisretirement planningclient data analysisprotection plans developmentCRM documentation

Soft Skills

strong communicationexplanation of complex topicsstructured working stylereliabilityfriendly mannerrespectful interaction

Tools & Technologies

Google MeetCRM system

Industry Keywords

financial advisoryinsurance advisorybrokeragestructured salesconsultingclient servicinginbound inquiriesmodern advisory culture

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 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.

Requirements

What you’ll need

Professional experience in financial or insurance advisory, e.g. as a broker, within a structured sales/distribution organization, or as a consultant for an insurer or bank.
Strong communication skills and a passion for explaining complex topics in an understandable way.
Digital affinity and enthusiasm for modern online advisory using professional tools.
Structured and reliable working style, even during periods with many client appointments.
Friendly and respectful manner towards clients and colleagues.

Benefits

Comp & perks

Maximum flexibility: work hybrid from our Potsdam office or remotely from anywhere.
Flexible working hours: you design your workday independently.
No cold calling: you receive qualified existing clients and warm leads — without traditional sales pressure.
Training included: you 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, respectful work environment: small team, direct collaboration and plenty of room for your ideas.
Attractive earning opportunities on a commission and fee basis.
Long-term cooperation with development prospects.
Individual vacation arrangements — we take your personal preferences into account when planning time off.
Modern workspaces with good transport connections plus coffee, tea and water on site.
Team events: shared activities that strengthen cohesion and are fun.