Self-employed financial advisor (m/f/d) 100% remote, leads included

We emerged from Germany's largest financial education organization. We have shown over 250,000 young people how finance really works. Finanzklar emerged from this mission.

Because knowledge alone is not enough - most people fail not in understanding, but in implementation. This is exactly where we come in: We provide concrete help in making the right financial decisions. Without commission logic against the customer.

Without opaque products. But with real, independent advice. Our mission: Good financial decisions can no longer be left only to the experts - we are democratizing them.

Disclaimer: We are looking for someone who knows that the best deal is the one where the customer is actually better protected at the end than before. If that's your attitude - then you've come to the right place. Tasks You conduct consultations via video call with interested parties who have already expressed interest in insurance advice - pre-qualified and provided by the company.

No cold calling. No fighting for attention. You jump straight into the conversation.

Finanzklar provides you with everything you need to get started straight away: qualified leads, a functioning system and the back office in the background. You use this setup with your own strengths - your consulting skills, your final strength, your drive. Your tasks in detail: Independent consultations via video call with pre-qualified interested parties - no cold calling Advice and conclusion of insurance products, especially life insurance Structured needs analysis - life situation, financial goals, existing protection for the customer Development of individual solution suggestions based on the specific customer needs Professional handling of objections and confident handling of skepticism and hesitation Binding conclusion - clear, honest, without pressure Complete documentation of all discussions and transactions in the CRM system Independent organization of your everyday work in a remote setting

Qualifications

Technical: Permission according to §34d GewO (insurance intermediaries) - mandatory, no exceptions At least 1 year of professional experience at a bank, insurance company or in structural sales Basic knowledge of insurance products, especially life insurance Basic IT knowledge - confident use of video call tools, CRM systems and digital work Own powerful laptop or PC - mandatory for the completely remote position Flawless, convincing spoken and written German at a native-speaker level Personal: Independent work - you organize yourself and don't need daily control Strong sales skills - you lead conversations to a structured and consistent conclusion, without pressure sales High motivation and ambition - you want results, not just sit through hours Empathy and active listening - you recognize needs before they are expressed Resilience - difficult conversations don't derail you Advantage: Experience in consulting and concluding Life insurance as well as in digital customer advice via video call.

Benefits

If you want: 100% remote - work wherever you want Qualified leads are provided - you don't have to acquire, you advise. No cold calling, no setup effort Attractive commissions - your deals are rewarded directly and noticeably Open to individual remuneration models - fixed salary + commission can be discussed together A functioning system + back office in the background - you concentrate on advising and closing Startup character with real opportunities for participation - short paths, direct communication with the management Perspective on a team leadership role with proven performance A company with a real mission - you help people to really secure their financial future Find Jobs in Germany on Work now