Shereen Patzelt

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

Shereen Patzelt · Full Time · 14 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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Karriere im Finanzvertrieb (m/w/d) – Einstieg mit klarer Perspektive

Shereen Patzelt · Full Time · 14 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves participating in a 6-month trainee program to become an independent financial advisor. Responsibilities include conducting digital and on-site consulting sessions and supporting clients with financial and asset strategies.

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Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 14 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves providing telephone support to prospects and conducting structured initial consultations to determine financial needs. Additionally, the employee manages contact documentation in the CRM and organizes preparatory work for financial advisory appointments.

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

Shereen Patzelt · Full Time · 14 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

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

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

Shereen Patzelt · Full Time · 14 hours ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves providing financial and wealth strategy consulting to qualified leads and developing sales results. Additionally, the candidate will progress from a performer to a leader by building and managing their own team of employees.

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Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 14 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

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

Shereen Patzelt · Full Time · 6 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

Vertriebsmitarbeiter/in - Vollzeit (German Speaking)

Shereen Patzelt · Full Time · 6 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. Responsibilities also 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 · 6 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

The role involves guiding clients through financial and wealth strategies and conducting advisory meetings both digitally and on-site. The candidate will progress through a trainee program to become an independent financial advisor.

APPLY

Dein Einstieg im Finanzvertrieb m/w/d)

Shereen Patzelt · Full Time · 6 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 clients and explaining complex financial topics.

APPLY

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

Shereen Patzelt · Full Time · 6 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 be responsible for preparing consulting documents and ensuring consistent process documentation.

APPLY

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

Shereen Patzelt · Full Time · 6 days ago

Shereen Patzelt

🌎 Germany ⭐ 0-2 yrs exp 💼 Others

Provide professional advice to clients on investment, pension, and financial solutions. Develop individual wealth accumulation strategies and build long-term client relationships using provided leads.

APPLY