Key skills
CRMCollaborationSales
About this role
Role Overview
- Telephone support of prospective clients based on a call script
- Conducting structured initial conversations to assess needs
- Maintaining and documenting contacts in the CRM system
- Organizing and preparing financial advisory appointments
- Assisting with events, seminars, and team activities
Requirements
- You work reliably, punctually, and in a disciplined manner
- You are comfortable working within clearly structured processes
- You communicate pleasantly and professionally – both by phone and in writing
- You follow instructions precisely and document your work conscientiously
- Experience in sales, consulting, or customer service is a plus – not required
Benefits
- 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 in projects
- Pleasant work environment: Modern office in Hamburg or remote – with clear structure and a team-focused culture
- Team-oriented work: Everyone knows their responsibilities and works together toward common goals