Establishing, managing and developing the new location - Recruiting and supporting financial coaches - Responsibility for revenue, quality and consulting success - Developing and implementing regional sales strategies - Representing the company at events, networking and meetings
1
Develop and implement social media strategies (B2C & B2B) - Plan editorial content, write copy and create visual assets - Manage communities and interact across all relevant channels - Monitor, report and optimise performance - Collaborate closely with design, marketing and consulting teams
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Aufbau, Führung und Entwicklung des neuen Standorts - Rekrutierung und Begleitung von Finanzcoaches - Verantwortung für Umsatz, Qualität und Beratungserfolg - Entwicklung und Umsetzung regionaler Vertriebsstrategien - Repräsentation auf Veranstaltungen, Netzwerken und Events
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Consulting clients on pension and financial topics (after onboarding) - Step-by-step development of your own client base - Participation in trainings, workshops, and coaching sessions - Close coordination with mentors and your local team
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needs-based consulting for clients in all stages of life - developing individual financial strategies - building and maintaining long-term client relationships - independent work organization – with support from your team … completed training as a bank clerk or similar qualification
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Consulting clients on insurance, pension planning and wealth building - Developing comprehensive and tailored solution concepts - Building and maintaining long-term client relationships - Organizing your consulting workflow independently
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Supporting consulting, marketing or administration teams (depending on your focus) - Conducting research, maintaining data, assisting with projects and preparing client meetings - Gaining insight into ongoing processes and strategic topics
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