FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Customer onboarding: You guide new clients from the initial contact through to individualized financial planning — clearly, understandably and in a structured manner.
- Financial advice & support: You conduct advisory meetings, analyse protection and retirement needs, and develop tailored solutions.
- Documentation & processes: You work according to established standards, keep procedures well documented and ensure smooth execution.
- Communication & follow-up: You are 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 optimisation of our workflows.
Requirements
What you’ll need- You have a secondary school leaving certificate (Abitur) or a completed commercial apprenticeship, or a comparable/higher qualification.
- You are resident in Germany.
- You work in a structured, responsible and solution-oriented way.
- You communicate reliably, professionally and courteously — in person, by phone and digitally.
- You feel comfortable working within clear systems and defined processes.
- You take responsibility for your area and complete tasks thoroughly.
- Experience in customer advisory, sales or financial services is a plus but not a requirement — your attitude is what matters.
Benefits
Comp & perks- Structured work environment: Clear procedures, defined responsibilities, well-maintained processes.
- Systematic onboarding: You will receive a solid, hands-on induction with clear guides and tools.
- Reliable team: Everyone knows their role — collaboration is based on responsibility, communication and trust.
- Career & compensation: Performance-based pay — with uncapped earning potential.
- Flexibility & focus: Opportunity to work remotely with a clear results focus.
- Modern advisory culture: Digital tools, clear processes and an environment that promotes 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 PlanningAdvisory MeetingsNeeds AnalysisSolution Development
Soft Skills
Structured Work ApproachReliable CommunicationProfessionalismResponsibility
Certifications
Secondary School Leaving Certificate (Abitur)Commercial Apprenticeship