Key skills
CRMCommunicationCollaborationSales
About this role
Role Overview
- Telephone support for prospective clients using a scripted guide
- Conduct structured initial calls to assess client needs
- Maintain and document contacts in the CRM system
- Organize and prepare materials for financial advisory appointments
- Support events, seminars and team activities
Requirements
- Reliable, punctual and disciplined work approach
- Comfortable working within clearly structured processes
- Pleasant, professional communication skills – both on the phone and in writing
- Follow instructions precisely and document your work conscientiously
- Experience in sales, consulting or customer service is a plus but not required
Benefits
- Regular, fixed working hours
- Clear processes
- Defined roles
- Systematic onboarding: 2–4 weeks of structured handover with checklists and guidelines
- 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 culture: everyone knows their responsibilities and works together