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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills and a structured approach to client interactions, with a focus on customer consulting and support in the financial services sector. Proficient in managing leads and maintaining accurate documentation in CRM systems.
Highest-signal resume keywords
Customer Consulting ExperienceCRM System ProficiencyGerman-Language ProficiencySales ExperienceEvent Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Reliable CommunicationSolution-Oriented ApproachProfessionalismFriendly InteractionOwnership
Certifications & Qualifications
High School DiplomaCommercial Training
Industry Keywords
Financial ServicesClient Needs IdentificationAdvisory AppointmentsLead ManagementStructured Calls
About the role
Key responsibilities & impact- Provide telephone support to prospective clients using a conversation guide
- Conduct structured initial calls to identify client needs
- Maintain and document contacts in the CRM system
- Organize and prepare advisory appointments in the financial services sector
- Support events, seminars, and team activities
- Manage warm leads
- Assist financial advisors with appointment preparation
Requirements
What you’ll need- High school diploma, completed commercial training, or an equivalent or higher-level qualification
- Reside in Germany
- Structured, responsible, and solution-oriented approach to work
- Reliable, professional, and friendly communication—in person, by phone, and digitally
- Willingness to work with clear systems and defined processes
- Take ownership and ensure tasks are completed accurately and thoroughly
- Sales experience is helpful but not required
- Experience in customer consulting, sales, or financial services is an advantage but not a prerequisite
- German-language proficiency for the German-speaking Sales Representative position
Benefits
Comp & perks- Regular working hours
- 2–4 weeks of structured onboarding with checklists and conversation guides
- Long-term collaboration
- Modern office in Hamburg or remote work
- Collaborative, team-oriented environment
- Clear processes, checklists, and tools