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About the Role

We are looking for a motivated working student to support us as a sales assistant in financial consulting. Gain valuable practical experience in the financial sector.

Responsibilities

• Prepare customer meetings, including researching financial products and creating presentations.
• Analyze clients' financial situations and develop suitable financial strategies.
• Assist in creating individual financial and retirement plans.
• Support customer acquisition through appointment scheduling and initial contact.
• Maintain customer data and CRM systems.
• Follow up on consultation meetings.
• Conduct competitive and market analyses to identify new consulting opportunities.
• Provide back-office support, including document management and contract preparation.
• Coordinate events and workshops for clients and prospects.
• Assist with social media campaigns, including content creation and community management.
• Design marketing materials and presentations.
• Support the organization of online and offline events.

Requirements

• Currently studying and interested in financial topics, regardless of your field of study.
• Strong communication skills, open-minded, and fluent in German (native or second language).
• Motivated, goal-oriented, and reliable.

Location

• Remote (after onboarding)

Work Type

• Working Student
• Part-time (10-20 hours/week)
• Flexible working hours

Experience Level

• Entry-level

Salary/Compensations

• Fixed and variable earnings potential

Benefits

• Practical insights into the finance and sales industry.
• Flexible working hours adaptable to your study schedule (10-20 hours/week).
• Potential for fixed and variable earnings.
• Remote work option after successful onboarding.
• Real professional experience for career advancement (technical, sales, and personal).
• Dynamic team with flat hierarchies and an open corporate culture.
• Potential for a permanent position after graduation.

About the Company

• We shape your future in financial consulting together.