Personal Assistant, e‑communication, Financial Planning, Proposals
Next Generation Insurances
full-time
Posted on:
Location Type: Hybrid
Location: Dortmund • 🇩🇪 Germany
Visit company websiteSalary
💰 €15 per hour
Job Level
Mid-LevelSenior
About the role
- Sort, respond to, and archive incoming email
- Prepare proposals/quotes
- Financial planning using Google Sheets
- Schedule appointments and monitor activities in the CRM
Requirements
- IHK qualification as an Insurance and Finance Clerk OR demonstrable experience in insurance and finance
- Knowledge of the main types of insurance coverage
- Willingness to learn
Benefits
- A strong learning curve in finance, taxes, wealth management, and insurance that will benefit you for life
- 100% remote
- Opportunity to become a partner
- Training and development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningGoogle SheetsCRM
Soft skills
willingness to learn
Certifications
IHK qualification as an Insurance and Finance Clerk