Junior Sales Manager (m/f/d) - Professional Advisors & Family Offices

Core Values at wealthpilot

Be the pilot people trustAt wealthpilot, all employees see themselves as pilots of trust. We act according to the rules of empathy, appreciation and collegiality.

Make the plane fly
On our way to our destination, we experience resistance and turbulence, but thanks to our determination, solution and performance orientation, we always arrive at our destination on time and earn the applause of the passengers.

__The sky is not the limitWe lead the market, we bring innovation and dynamics, we stick to our vision and thanks to our agility we exceed our targets.

What makes you special

As Junior Sales Manager (m/f/d) - Professional Advisors & Family Offices you are the first contact person for our future clients. Thanks to you, potential clients will learn how wealthpilot significantly facilitates their work and immensely enhances the client experience in the context of hybrid investment advice. You intuitively understand the concerns of your clients down to the smallest detail and can advise them specifically with adequate solutions.

These are your tasks

• You identify potential clients in the asset management, insurance and family office sectors.
• You successfully use different communication channels to get in touch with new clients, e.g. phone calls, e-mails, social media, trade fairs or the like
• You work closely with our sales development team and generate your own leads
• You record and maintain different activities in our CRM tool and take over the development of leads in close cooperation with our marketing team
• You are an important part of the team, participating in trade fairs and conducting customer visits in the DACH region as required

What you have to offer

• You have successfully completed a degree or a commercial apprenticeship
• You have 1-2 years of professional experience in relevant industries or areas
• You are enthusiastic about direct customer contact, have a high level of self-motivation and a strong desire to advance the sales team.
• You have a technical affinity, quick comprehension, entrepreneurial thinking, a confident manner and a friendly way of communicating.
• You speak fluent English and German at native level
• You have a personal interest in the topics of finance, SaaS and FinTech

What we offer

• The chance to immediately and directly contribute to the successful development of a growing FinTech start-up
• Steep learning curve, responsibility from the very beginning and a strong team spirit that transcends locations and departments
• Flexible working style, modern work equipment and a spacious, centrally located office on two levels
• An attractive benefits package and individual benefits__