0Real estate agent consultant, portfolio purchase (m/f/d)
Fonds Finanz Maklerservice GmbH | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 16.07.2026 on stepstone.de

Real estate agent consultant, portfolio purchase (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!

For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!

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Your tasks • Your profile • What we offer

Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!

For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!

Together with the team, you are responsible for all matters relating to stock purchase as well as further follow-up processes to stock transfer. You are the first contact person or first contact person for all stock sellers, as well as buyers by e-mail as well as by phone. You accompany inventory vendors from the production of the offer to the final stock transfer - its stock, which has been built for years. You support the ongoing controlling within the operational process. You see the concerns of our sales partners as your heart concern and take them fully. You like to introduce your own ideas and help us in the continuous analysis and improvement of the operational processes.

You have a commercial training or comparative professional experience. You have a hand for organizational tasks and a careful way of working is of course for you. You are communicative, have fun working in the team and appreciate the regular exchange with your colleagues. You like to bring you and your ideas with you, question existing ones and help us grow as a team – you don't need any specific knowledge in the insurance industry because we believe you can learn everything.

Work-Life Balance: Flexible working hours, up to 2 days per week mobile work, 30 days vacation per year Health Management: Beneficiary membership in the fitness studio body + soul, health days, physiotherapy etc. Personal training: Personal budget for internal and external training offers Company & Team Events: Summer Festival, Christmas and Team Events as well as a Fun Area for a Good Together bAV & in-house consulting: Your future is important to us – so we grant your occupational retirement! You can also consult insurance and financial products free of charge and save up to 50 percent on completion! Gastronomy & coffee bar: balanced and full-quality food in the restaurant at our house, coffee bar with delicious barista coffee Personal onboarding: Comprehensive incorporation, Welcome Day for new colleagues

You think you fit us?

Great! Don't lose time and get involved with your resume and your salary.

We look forward to seeing you!

!

Contact

ava Fonds Finanz Maklerservice GmbH
80992  München
Germany
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The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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