Key skills
CRMCommunicationCollaborationSales
About this role
Role Overview
- Handle telephone support for prospects using a call script
- Conduct structured initial calls to assess customer needs
- Maintain and document contacts in the CRM system
- Organize and prepare for financial advisory appointments
- Support events, seminars and team activities
Requirements
- You work reliably, punctually and with discipline
- You are comfortable with clearly structured processes
- You have a pleasant, professional communication style — both on the phone and in writing
- You follow instructions precisely and document your work diligently
- Experience in sales, consulting, or customer service is a plus — not required
Benefits
- Stability & structure: Regular working hours, clear processes, defined roles
- Systematic onboarding: 2–4 weeks of structured handover with checklists and guides
- Long-term collaboration: We think in years, not projects
- Pleasant working environment: Modern office in Hamburg or remote — with clear structure and a team focus
- Team-oriented work: Everyone knows their responsibilities; we all pull together