Shereen Patzelt

Berater für Finanz- & Vermögensstrategien (m/w/d) German Speaking

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

You will provide professional advice to clients regarding investment, retirement, and financial solutions. Additionally, you will develop individual wealth accumulation strategies and manage long-term client relationships using provided leads.

mentoring german

APPLY

Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

You will participate in a 6-month trainee program to learn financial consulting and advisory services. You will manage client interactions, explain complex financial topics, and transition into an independent consultant role.

mentoring

APPLY

Karriere im Finanzvertrieb (m/w/d) – Einstieg mit klarer Perspektive

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

You will work with existing leads to provide financial and wealth management strategies. You will also participate in advisory meetings, both digitally and in person, while developing into an independent consultant.

mentoring

APPLY

Nachwuchsführungskraft (m/w/d) im Finanzvertrieb – ohne Kaltakquise (German Speaking)

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

You will conduct financial and wealth strategy consultations with qualified leads while building and developing your own team. The role involves transitioning from a high-performing sales professional into an independent leadership position.

mentoring

APPLY

Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The sales representative will handle telephone support for prospective clients, conduct structured initial consultations, and document interactions in the CRM system. Additionally, the role involves organizing financial advisory appointments and supporting team events and seminars.

APPLY

Werkstudent Vertrieb / Finanzberatung (m/w/d) – Praxis statt Theorie

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

You will be responsible for generating leads, scheduling client appointments, and building a sales pipeline. Additionally, you will support client analysis, prepare consulting documents, and ensure accurate documentation of all processes.

feedback coaching

APPLY