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Due to our continued growth, we are seeking a new team member with a positive attitude, a desire to continually improve, and a client-focused mindset. Our company depends on word-of-mouth and referrals; therefore, the ideal applicant must have the right behavours and be willing to go the extra mile when helping the team and providing service to our clients.


Europe (Remote)



Your Responsibilities 

  • ​Schedule and prepare client reviews

  • Prepare savings and insurance illustrations

  • Prepare sign up paperwork (applications)

  • Work closely with the product providers

  • Prepare suitability reports

  • Create and manage client files

  • Deal with client service requests

  • Update relevant business sheets

Candidate Requirements

  • Fluent in German and English

  • Microsoft Office skills

  • Attention to detail

  • Organisational skills

  • Interpersonal skills

  • Presentation skills

  • Strong willingness to learn

  • Previous experience preferred

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