About the job
Are you someone who thrives in well-defined processes, clear responsibilities, and efficient structures? If so, we have the perfect opportunity for you! We are looking for a reliable and organized Sales Assistant (m/f/d) to support our financial advisors in their daily operations, prepare appointments, and ensure smooth processes behind the scenes.
This role is ideal for proactive individuals who enjoy taking responsibility in organizational tasks and appreciate a structured environment.
Your Responsibilities
Daily Operations Support: You will handle follow-up actions, documentation, and various organizational tasks for our advisors.
Phone Communication: You will engage with potential clients and qualify them systematically.
Appointment Planning & Coordination: You will organize appointments according to defined processes, ensuring seamless workflows.
Preparation and Follow-Up of Consultations: You will efficiently prepare and follow up on documents and information.
Event Participation: You will assist with events, seminars, or trade shows – managing organization, lists, and follow-up.
What We Offer
Clear Work Structure: Established processes, documented tasks, and defined responsibilities.
Stability & Predictability: A regulated workday with long-term perspective.
Systematic Onboarding: You will be trained step by step within 2–4 weeks – using checklists and tools.
Modern Work Environment: Structured, digital work processes and clear communication.
Team Orientation: Everyone knows their area and contributes to overall efficiency.
