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About the role
Key responsibilities & impact- Customer onboarding: You guide new clients from the initial contact through to personalized financial planning — clear, comprehensible, and structured.
- Financial advice & support: You conduct advisory meetings, assess protection and retirement planning needs, and develop tailored solutions.
- Documentation & processes: You work according to defined standards, keep procedures well documented, and ensure smooth execution.
- Communication & follow-up: You act as the central point of contact, respond to inquiries reliably, and maintain stable client relationships.
- Team & structure: You bring order to processes, support your team, and contribute to the continuous improvement of our workflows.
Requirements
What you’ll need- You have a secondary school leaving certificate (Abitur), completed commercial vocational training, or an equivalent/higher qualification.
- You reside in Germany.
- You work in a structured, responsible, and solution-oriented manner.
- You communicate reliably, professionally, and courteously — in person, by phone, and digitally.
- You are comfortable working within clear systems and defined processes.
- You take responsibility for your area and complete tasks thoroughly.
- Experience in client advisory, sales, or financial services is a plus but not required — your attitude is what matters.
Benefits
Comp & perks- Structured work environment: Clear procedures, defined responsibilities, and orderly processes.
- Systematic onboarding: You will receive thorough, practice-oriented training with clear guidelines and tools.
- Dependable team: Everyone knows their role — collaboration is based on responsibility, communication, and trust.
- Career & compensation: Performance-based remuneration with uncapped upside.
- Flexibility & focus: Opportunity for location-independent work with a clear results focus.
- Modern advisory culture: Digital tools, clear processes, and an environment that fosters efficiency and growth.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial PlanningProtection PlanningRetirement PlanningClient AdvisorySales Experience
Soft Skills
Reliable CommunicationProfessionalismSolution-Oriented ApproachTeam SupportResponsibility
Certifications
Secondary School Leaving Certificate (Abitur)Commercial Vocational Training