The role involves guiding new customers through onboarding and individual financial planning while providing ongoing professional support. Responsibilities include analyzing insurance and pension needs, documenting processes, and maintaining stable customer relationships.
Kevin Kehr
27 Remote Job Openings at Kevin Kehr
Karriereeinstieg Finanzberatung: FΓΌr junge Talente & motivierte Quereinsteiger (m/w/d)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Vertriebsmitarbeiter/in - Vollzeit (German Speaking)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
The role involves managing warm leads and conducting structured initial consultations to determine client needs. Additionally, the employee supports financial advisors with appointment preparation and CRM documentation.
Trainee (m/w/d) im Finanzvertrieb β Karriere mit Struktur, Verantwortung und Perspektive (German Speaking)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
The trainee will learn to conduct professional customer consultations and develop tailored financial solutions for insurance and investments. Responsibilities include acquiring new clients, performing financial analyses, and building a personal client base under mentorship.
The role involves analyzing financial situations to develop precise concepts for security, provision, and asset planning for high-net-worth clients. Additionally, the candidate will take responsibility for customer advisory processes and support the strategic organizational growth of the Hamburg center.
Karriereeinstieg Finanzberatung β 100% remote fΓΌr Quereinsteiger & junge Talente (m/w/d)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize existing financial solutions based on market conditions.
Finanzberatung mit Zukunft: Starte durch in der Altersvorsorgeberatung (m/w/d) (German Speaking)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
Analyze individual pension gaps and develop holistic retirement concepts to ensure financial security for clients. Provide advice on tax-optimized pension solutions and continuously adapt plans to changing life situations.
Werkstudent (m/w/d) β Finance & Beratung (unternehmerisch, leistungsbasiert)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
The role involves building a customer pipeline through appointment setting and supporting the analysis of customer financial situations. You will also be responsible for preparing consulting documents and ensuring consistent process documentation.
Zahlen im Kopf, Menschen im Fokus β starte deine Karriere in der Finanzberatung (German Speaking)
Kevin Kehr
·
Full Time
·
3 hours ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Karriereeinstieg Finanzberatung: FΓΌr junge Talente & motivierte Quereinsteiger (m/w/d)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Karriereeinstieg Finanzberatung β 100% remote fΓΌr Quereinsteiger & junge Talente (m/w/d)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Trainee (m/w/d) im Finanzvertrieb β Karriere mit Struktur, Verantwortung und Perspektive (German Speaking)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
Trainees will learn to conduct professional customer consultations, identify needs, and create tailored financial concepts for insurance and investments. They will support new customer acquisition and gradually build their own client base under the guidance of a mentor.
The role involves analyzing financial situations to develop precise concepts for security, provision, and asset planning for high-net-worth clients. Responsibilities include managing customer advisory processes and supporting the strategic organizational growth of the Hamburg center.
Werkstudent (m/w/d) β Finance & Beratung (unternehmerisch, leistungsbasiert)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
The role involves building a customer pipeline through appointment setting and supporting the analysis of client situations. Responsibilities include preparing consulting documents, accompanying client meetings, and ensuring consistent process documentation.
The role involves managing warm leads and conducting structured initial consultations to determine client needs. You will also support financial advisors by preparing appointments and documenting contacts in the CRM system.
Zahlen im Kopf, Menschen im Fokus β starte deine Karriere in der Finanzberatung (German Speaking)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Finanzberatung mit Zukunft: Starte durch in der Altersvorsorgeberatung (m/w/d) (German Speaking)
Kevin Kehr
·
Full Time
·
2 days ago
Kevin Kehr
Analyze individual pension gaps and develop holistic retirement concepts to ensure financial security for clients. Provide advice on tax-optimized pension solutions and continuously adapt these plans to changing life situations.
The role involves guiding new customers through onboarding and individual financial planning while providing ongoing professional support. Responsibilities include analyzing insurance and pension needs, documenting processes, and maintaining stable customer relationships.
Vertriebsmitarbeiter/in - Vollzeit (German Speaking)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
The role involves managing warm leads and conducting structured initial consultations to determine client needs. Additionally, the employee supports financial advisors with appointment preparation and CRM documentation.
Karriereeinstieg Finanzberatung β 100% remote fΓΌr Quereinsteiger & junge Talente (m/w/d)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
The role involves guiding new customers through onboarding and individual financial planning while providing ongoing professional support. Responsibilities include analyzing insurance and pension needs, documenting processes, and maintaining stable customer relationships.
Trainee (m/w/d) im Finanzvertrieb β Karriere mit Struktur, Verantwortung und Perspektive (German Speaking)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
The trainee will learn to conduct professional client consultations and develop tailored financial solutions for insurance and investments. Responsibilities include acquiring new clients, performing financial analyses, and building a personal client base under mentorship.
Finanzberatung mit Zukunft: Starte durch in der Altersvorsorgeberatung (m/w/d) (German Speaking)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
Analyze individual pension gaps and develop holistic retirement concepts to ensure financial security for clients. Provide advice on tax-optimized pension solutions and continuously adapt plans to changing life situations.
Karriereeinstieg Finanzberatung: FΓΌr junge Talente & motivierte Quereinsteiger (m/w/d)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market changes.
Zahlen im Kopf, Menschen im Fokus β starte deine Karriere in der Finanzberatung (German Speaking)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Werkstudent (m/w/d) β Finance & Beratung (unternehmerisch, leistungsbasiert)
Kevin Kehr
·
Full Time
·
14 days ago
Kevin Kehr
The role involves building a customer pipeline through appointment setting and learning financial consulting processes. Responsibilities include analyzing customer situations, preparing consulting documents, and managing follow-ups within a performance-driven team.
The role involves analyzing financial situations to develop precise concepts for security, provision, and asset planning for high-net-worth clients. Additionally, the candidate will take responsibility for consulting processes and support the strategic organizational growth of the Hamburg center.