Shereen Patzelt

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

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves working with interested clients to provide financial and asset strategies through digital and on-site consultations. The candidate will progress from a trainee program to becoming an independent consultant or leader.

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

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

Advise clients on investment, pension, and financial solutions while developing individual wealth accumulation strategies. Build long-term customer relationships using provided leads without the need for cold calling.

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Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves providing telephone support to prospects using a conversation guide to conduct structured needs assessments. Responsibilities include documenting contacts in the CRM and preparing for financial consulting appointments.

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

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves conducting financial advisory consultations with qualified leads and developing wealth strategies. Additionally, the candidate will progress from a sales performer to a leader by building and managing their own team.

APPLY

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

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves building a customer pipeline through appointment setting and supporting the analysis of customer financial situations. Responsibilities include accompanying consulting meetings, handling follow-ups, and maintaining rigorous documentation standards.

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Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 15 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves completing a 6-month trainee program to become an independent financial advisor. Responsibilities include conducting digital and on-site consulting sessions with interested leads and explaining complex financial topics.

APPLY

Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves providing telephone support to prospects using a conversation guide to conduct structured needs assessments. Responsibilities include documenting contacts in the CRM and organizing preparatory work for financial consulting appointments.

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

The role involves working with interested leads to provide financial and asset strategy consulting both digitally and on-site. The candidate will progress through a trainee program to become an independent consultant or leader.

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

The role involves building a customer pipeline through appointment setting and supporting financial consulting through analysis and documentation. The student will progress from learning process standards to actively accompanying client meetings and managing follow-ups.

APPLY

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

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

Provide professional advice to clients on investment, pension, and financial solutions to develop individual wealth accumulation strategies. Build long-term client relationships using provided leads without the need for cold calling.

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

The role involves conducting financial advisory consultations with qualified leads and developing wealth strategies. Additionally, the candidate will progress from a sales performer to a leader by building and managing their own team.

APPLY

Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 3 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves completing a 6-month trainee program to become an independent financial advisor. Responsibilities include conducting digital and on-site consulting sessions with interested leads and explaining complex financial topics.

APPLY