Key skills
CRMCollaborationSales
About this role
Role Overview
- You handle warm leads
- Conduct structured initial conversations to assess customer needs
- Maintain and document contacts in the CRM system
- Organize and prepare advisory appointments in the financial sector
- Support events, seminars, and team activities
Requirements
- You work reliably, punctually, and with discipline
- You are comfortable with clearly defined processes
- You communicate pleasantly and professionally — by 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
- 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 work environment: modern office in Hamburg or remote — with clear structure and a team focus
- Team-oriented work: everyone knows their responsibilities and works together toward common goals