Personal Assistant – E-Communication, Financial Planning & Quotes

• Sort, respond to, and archive email inbox messages
• Prepare quotes and insurance concepts
• Enter financial planning data into Google Sheets
• Schedule appointments and manage reminders
• Prepare for and follow up on appointments
• Monitor CRM activities and track sales tasks
• Open, label, digitize, and file unread postal mail
• Handle back-office tasks in YProFinance
• Design academy and training content for insurance brokers in Versuro
• Support brokers during onboarding to software systems
• Schedule commercial inquiries in FinanzFliege and coordinate them in the CRM
• Manage follow-up emails, planning, and organizational tasks
• Optional: Create texts with Jarvis AI and publish them on the website

• IHK-certified training as an insurance and finance clerk OR, as a career changer, demonstrable experience engaging with insurance and finance topics
• Knowledge of key types of insurance coverage, particularly health insurance, private liability insurance, and disability insurance
• Willingness to learn about household contents, car/motorcycle, homeowners, accident, checking account, and savings account products
• Willingness to learn
• Diligence and accuracy in preparing quotes and entering data
• Willingness to work with digital tools, Google Sheets, and CRM systems
• Ability to process emails in German

• 100% remote work
• Opportunity to travel the world while working
• Opportunity to become a partner
• Training and development opportunities
• Opportunity to continue working as a part-time affiliate and earn income
• Lifetime commissions through a guaranteed affiliate link
• Learning opportunities in finance, taxes, wealth, and insurance coverage
• Develop skills in SEO, marketing, copywriting, and cash flow management