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About the Role

This dual study program offers practical experience, responsibility, and clear career opportunities in consulting and customer service. You will learn to build customer relationships, develop financial and insurance concepts, and work with experienced advisors and specialists. The program provides an environment for rapid learning, development, and advancement.

Responsibilities

• Schedule customer appointments via phone, network, and leads, and build a continuous pipeline.
• Learn consulting processes, communication techniques, needs assessment, and documentation.
• Receive coaching, work based on KPIs, and develop towards taking on responsibility.
• Analyze customer situations and develop financial and insurance concepts with support.
• Build long-term customer relationships and act as a reliable point of contact.
• Regularly review and adapt solutions to life situations and market conditions.
• Collaborate closely with experienced advisors and specialists to deliver optimal solutions.

Requirements

• Commitment to or interest in a dual study program (university/university of applied sciences/IBA or similar).
• Minimum German language proficiency of C1 (spoken and written).
• Strong communication skills, willingness to learn, and reliability.
• Structure, discipline, and self-responsibility.
• Performance orientation with a desire for measurable improvement.
• Willingness to engage in phone/appointment scheduling.
• Desire for growth over comfort zone.

Skills

• Sales skills
• Consulting skills
• Communication skills
• Needs assessment
• Documentation
• Customer relationship management
• Financial and insurance concept development

Location

• Remote possible (depending on practical phases and coordination)

Work Type

• Dual study program
• Full-time

Experience Level

• Entry-level

Education Level

• University/University of Applied Sciences/IBA or similar dual study program enrollment

Salary/Compensations

• Performance-based compensation/success logic

Benefits

• Practice-integrated development with clear structure and training plan
• Mentoring and coaching with dedicated contacts and regular reviews
• Performance-oriented compensation rewarding results
• Rapid skill development in sales and consulting
• Career path with prospects for trainee/entrepreneurial roles, including leadership/team building