Sales Representative – Full-Time, German-Speaking

• Provide telephone support to prospective clients using a conversation guide
• Conduct structured initial calls to identify needs
• Maintain and document contacts in the CRM system
• Organize and prepare advisory appointments in the financial services sector
• Support events, seminars, and team events
• Manage warm leads
• Support financial advisors with appointment preparation

• High school diploma, completed commercial training, or an equivalent or higher-level qualification
• Residence in Germany
• Structured, responsible, and solution-oriented approach to work
• Reliable, professional, and friendly communication—in person, by phone, and digitally
• Willingness to work within clear systems and defined processes
• Take ownership and complete tasks thoroughly
• Experience in customer consulting, sales, or financial services is a plus but not required
• Career changers are welcome

• Regular working hours
• Structured onboarding: 2–4 weeks of guided handover with checklists and conversation guides
• Long-term collaboration
• Modern office in Hamburg or remote work
• Team-oriented working environment
• Clear processes, checklists, and tools