About the job
Are you someone who thrives in a structured environment with clear responsibilities and efficient workflows?
We are looking for a dependable and organized sales assistant (m/w/d) who will support our financial advisors in their daily activities, prepare appointments, and ensure smooth processes behind the scenes.
This position is ideal for proactive individuals who enjoy taking responsibility in organization and appreciate clear structures.
Your Responsibilities
Daily Operations Support: You will manage follow-up actions, documentation, and organizational tasks for our advisors.
Phone Outreach: You will communicate with potential clients and qualify them in a structured manner.
Appointment Scheduling & Coordination: You will organize appointments following defined processes to ensure seamless operations.
Preparation & Follow-Up for Consultations: You will efficiently prepare and follow up on materials and information.
Event Participation: You will assist in organizing events, seminars, or trade fairs – including organizing, list management, and follow-up.
What We Offer
Clear Work Structure: Established processes, documented tasks, and defined responsibilities.
Stability & Predictability: A regulated workday with a long-term perspective.
Systematic Onboarding: You will be onboarded in a structured manner within 2-4 weeks using checklists and tools.
Modern Working Environment: Structured, digital work processes and clear communication.
Team Orientation: Everyone knows their area and contributes to collective efficiency.
