Finanzklar GmbH

The role involves contacting pre-qualified B2C leads to conduct initial qualification interviews and schedule appointments with financial advisors. It also includes documenting all interactions in the CRM and managing the rescheduling of missed appointments.

Conduct independent insurance consulting sessions via video calls with pre-qualified leads to analyze customer needs and provide tailored solutions. Focus on the professional closing of insurance products, particularly life insurance, while maintaining detailed documentation in the CRM system.

Conduct independent consulting sessions via video calls with pre-qualified leads to analyze financial needs and close insurance contracts. Document all interactions in the CRM system and organize a remote daily workflow independently.

Conduct independent consulting sessions via video call with pre-qualified leads to analyze financial needs and close insurance contracts. Document all interactions in the CRM system and organize a self-directed remote daily routine.

Conduct independent consulting sessions via video calls with pre-qualified leads to analyze financial needs and close insurance contracts. Document all interactions in the CRM system and organize a self-directed remote workday.