Personal Assistant, e-communication, Financial Planning, Quotations
Next Generation Insurances
full-time
Posted on:
Location Type: Hybrid
Location: Dortmund • Germany
Visit company websiteExplore more
Salary
💰 €15 per hour
About the role
- Sort, reply to, and archive incoming emails
- Prepare quotations
- Financial planning
- Enter numbers into a Google Sheets spreadsheet
- Schedule appointments
- Monitor activities in the CRM
Requirements
- IHK qualification as an Insurance and Finance Clerk OR (suitable for career changers)
- Familiarity with the main types of insurance coverage
- Knowledge of health insurance, private liability, occupational disability (disability insurance), household contents, auto, motorcycle, and building/home insurance
- Willingness to learn
Benefits
- A steep learning curve in finance, taxes, wealth management, and insurance that will benefit you for life
- 100% remote
- Ability to travel the world while earning
- Opportunity to become a partner
- Training opportunities
- Option to remain an affiliate and earn additional part-time income
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningdata entryquotation preparation
Soft skills
organizational skillscommunication skillswillingness to learn
Certifications
IHK qualification as an Insurance and Finance Clerk