Personal Assistant, e-communication, Financial Planning, Quotations
Next Generation Insurances
full-time
Posted on:
Location Type: Hybrid
Location: Dortmund • Germany
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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 & Tools
financial planningdata entryquotation preparation
Soft Skills
organizational skillscommunication skillswillingness to learn
Certifications
IHK qualification as an Insurance and Finance Clerk