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Investor Sales & Upsell Manager, German Speaking
HeadHunters Hub. Contact prospective and existing investors daily by phone, WhatsApp and other communication channels, following an established sales cadence .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in telemarketing and outbound client acquisition, with a strong ability to convert leads and achieve sales targets. Proficient in managing client relationships and utilizing CRM tools to enhance sales processes.
Highest-signal resume keywords
Telemarketing ExperienceFluent FrenchFluent GermanSales Conversion SkillsCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
TelesalesOutbound Client AcquisitionLead ConversionKYC KnowledgeInvestment Process UnderstandingObjection HandlingSales Activity TrackingFinancial Services KnowledgeReal Estate Brokerage ExperienceRevenue Target Achievement
Soft Skills
Strong Communication SkillsPersuasion SkillsClient EngagementProactive Follow-UpCollaboration
Tools & Technologies
Pipedrive CRMHubSpotSalesforce
Industry Keywords
Financial ServicesFinTechInvestmentsBankingProperty Sales
About the role
Key responsibilities & impact- Contact prospective and existing investors daily by phone, WhatsApp and other communication channels, following an established sales cadence
- Work systematically with registered clients, incomplete KYC cases, deposited but non-invested clients and inactive investors
- Convert warm leads into active investors by guiding them through onboarding, deposit and first investment
- Conduct phone sales conversations, identify client needs and present relevant investment opportunities
- Handle objections and identify reasons preventing potential investors from proceeding
- Follow up proactively with leads to maintain engagement and improve conversion rates
- Reactivate existing and previously active investors, encouraging repeat investments and increasing investment volumes
- Explain the investment platform, investment process, product structure and associated risks
- Maintain accurate records of calls, follow-ups, client feedback and sales activity in Pipedrive CRM
- Collaborate with Sales, Marketing, Compliance and Operations teams and escalate complex investor cases when required
Requirements
What you’ll need- Proven experience in telemarketing, telesales, telephone-based sales or outbound client acquisition is a strong advantage
- Fluent French or German is required
- Knowledge of both French and German is a strong advantage
- Good working English for internal communication within an international team
- Proven sales experience with ability to convert leads and work towards clearly defined KPIs and revenue targets
- Experience within financial services, FinTech, investments or banking is a strong advantage
- Experience in real estate brokerage or property sales is highly relevant
- Strong communication, persuasion and objection-handling skills, particularly over the phone
- Experience working with CRM platforms such as Pipedrive, HubSpot, Salesforce or similar would be beneficial
Benefits
Comp & perks- Additional performance-based bonuses linked to individual results and KPIs
- Hybrid working model with flexibility to work remotely
- Opportunity to join a growing European FinTech company operating within the regulated investment sector
- Performance-driven role where individual contribution has a direct impact on business growth
- International working environment with close cooperation across Sales, Marketing, Compliance and Operations
- Opportunity to develop deeper expertise in investments, FinTech and real estate-backed financial products