0Sales Assistant in Financing Sales (m/f/d)
Breakthrough-Consulting GmbH Michael Ebert | Germany | 63xxx Aschaffenburg | Permanent position | Full time / Home office | Published since: 09.01.2026 on stepstone.de

Sales Assistant in Financing Sales (m/f/d)

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


The "Breakthrough-Consulting-GmbH" is proactive in enabling more people to be trained and trained professionally. Our financing model specifically tailored to the training, coaching and consulting industry now enables more than 2,000 customers annually to invest in themselves and learn new skills that make them more professionally & financially successful. We believe that elite training is the key to sustainable growth & success. With our support, much more people can develop their full potential and achieve their goals more straight and faster, without having to fear financial bottlenecks. .

Your tasks • Your profile • What we offer

Schedule and customer communication: Agreement and follow-up of appointments with existing customers and interested parties, including appointment confirmations by e-mail and WhatsApp. Document management and document verification: sending checklists to customers and independent control of the completeness and accuracy of submitted documents. Prepare and hand over financing requests: build and maintain financing requests in the Europace system and hand over to the financing consultants for further processing. CRM and system maintenance: recording of new requests in the CRM system (Hubspot) and ensuring complete processing and documentation. Status reports and data management: updating Google tables to track enquiry status for cooperating companies, trainers and coaches. Contract management: Shipment of prepared financing contracts and follow-up of returns and processing of queries with banks. Monitoring of borrowing applications: monitoring ongoing loan applications for banks and tracking unprocessed applications. Application tracking & updates: Communication of approvals or rejections to internal and external partners as well as the corresponding consultants. Creation of reports and key figures: production and analysis of sales figures (e.g. Excel tables) and early display of deviations. Quality assurance and customer support: organisation of “Friendly Calls” for customer support after payment of the financing and coordination of video testimonials. Accounting and billing support: preparation of documents for accounting and commission billing. Own-responsible repositories: the establishment and administration of repositories to systematically process and track tasks. Communication with banks and partners: independent processing of queries and document requests in contact with banks and partners. Customer support and general enquiry processing: answering customer and prospective requests and support in their concerns.

Reliability: You are absolutely reliable, keeps filing traps at banks and are very accurate when handling important tasks assigned to you. Organizational talent: You have an excellent ability to set priorities, keep dates and tasks in mind and structure all processes efficiently. Discretion and trustworthiness: You are strictly confidential with sensitive customer and company data, up to 100% loyal and silent. Loadability: You are able to keep an overview and tranquillity even in stressful situations, always think and trade in solution and goal oriented situations. High self-motivation: You have a high level of motivation and readiness. You yourself do routine tasks with the utmost care and conscience. Own responsibility: You are able to prioritize tasks independently and act proactively without waiting for instructions. You have very good spelling, MS office, PC and Internet skills. You are also trained in writing in the 10-finger system. Team skills: You are an excellent team player and you are self-responsible with the financial advisors for which you are working. Detail orientation: You work carefully and accurately – especially in the construction and processing of financing requests, you have an eye for detail. Communication strength: You communicate clearly and professionally in word and writing with both other employees and customers and business partners Problem solving competence: You have an exceptional ability to find solutions to emerging challenges and problems and can solve them independently and efficiently Mobility: You prefer to work in the office rather than in the home office and are open to accompany the management on business meetings and events and seminars (also on weekends). Flexibility: You are able to adapt to changing priorities and short-term changes in a dynamically growing team. Result orientation: You are constantly working on results and looking at the achievement of sales goals within your team and compliance with standards.

Above-average compensation: In addition to a fixum, attractive bonus rules await you after the incorporation period, which allow you to determine your own income. Clear ascent options: A transparent career guide awaits you, which paves the way from ''Junior Credit Closer'' to ''Senior Credit Closer''. Flexible working hours: Our calendars are open for up to 7 days a week for our top customers. Therefore, after consultation with your colleagues, you can flexibly share your working time. Most modern technology from the beginning: You start from the start with your own company laptop and your own company phone. Flat hierarchies & fast decisions: You have direct wire to the leadership level and profit thanks to faster, uncomplicated processes Remote option: Whether from home, from the café or from the coworking space - you can also work from home at times. Top education and training: You get access to professional sales trainings from leading experts such as Dirk Kreuter, Dan Lok and Tony Robbins as well as access to exclusive training programs and online courses. Exclusive team feeling: You work in a high-performance team that is as motivated, hungry and targeted as you. .

Location

ava Breakthrough-Consulting GmbH Michael Ebert
63743  Aschaffenburg
Germany

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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