Assistent/in in der Finanzberatung

About the role

DeinFinanzexperte24.de provides modern and personalized financial consulting services, focusing on insurance, retirement planning, and wealth accumulation. As an assistant, you will support the team in client acquisition and management, conduct initial consultations, and assist in analyzing financial situations to help clients reach their goals.

Responsibilities

• Support the team in the acquisition and management of clients
• Conduct initial client consultations
• Assist in recording personal and financial client data
• Collaborate on the creation of individual financial analyses
• Identify optimization opportunities in insurance, retirement planning, and wealth accumulation

Required skills

• Financial consulting
• Communication
• Reliability

Qualifications

• Interest in financial topics
• Willingness for personal and professional development

Benefits

• Flexible working hours

About the Company

DeinFinanzexperte24.de stands for modern, personal, and understandable financial consulting. The company focuses on insurance, retirement planning, wealth accumulation, and individual financial analyses.