Responsibilities Provide telephone support to prospects using a scripted conversation guide Conduct structured initial interviews to assess needs Maintain and document contacts in the CRM system Organize and prepare appointments for financial advisory services Assist with events, seminars and team activities Requirements 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 way You communicate reliably, professionally and courteously — in person, by phone and digitally You are comfortable with 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 required — attitude is what matters #J-18808-Ljbffr
