Shereen Patzelt

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

Shereen Patzelt · Full Time · 2 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

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

mentoring german

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

Shereen Patzelt · Full Time · 2 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

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

mentoring

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Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 2 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.

mentoring

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

Shereen Patzelt · Full Time · 2 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

Conduct financial and wealth strategy consultations with qualified leads and develop a personal client base. Progress from a high-performing consultant to a leadership role by building and managing a team of new employees.

mentoring

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

Shereen Patzelt · Full Time · 2 days 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. You will also handle follow-ups, maintain documentation, and work toward transitioning into a trainee program.

feedback coaching

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Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 2 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves providing telephone support to prospects using a conversation guide and conducting structured initial needs assessments. Additionally, the employee manages contacts in the CRM system and organizes preparatory work for financial consulting appointments.

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