
Finance • B2B
ATLAS Vertriebsservice GmbH is the service and support company at the center of the Deutsche Vermögensberatung group, providing operational, IT, marketing, training and back-office services to and enabling the daily work of over 18,000 independent financial advisers. The company offers IT and cloud solutions, identity & access management, workforce training through an academy, and specialized support across banking, investment, insurance and related functions, positioning itself as a centralized B2B service hub for financial advisory operations.
501 - 1000 employees
Founded 1994
💸 Finance
🤝 B2B
November 4
🗣️🇩🇪 German Required

Finance • B2B
ATLAS Vertriebsservice GmbH is the service and support company at the center of the Deutsche Vermögensberatung group, providing operational, IT, marketing, training and back-office services to and enabling the daily work of over 18,000 independent financial advisers. The company offers IT and cloud solutions, identity & access management, workforce training through an academy, and specialized support across banking, investment, insurance and related functions, positioning itself as a centralized B2B service hub for financial advisory operations.
501 - 1000 employees
Founded 1994
💸 Finance
🤝 B2B
• In this role you will act as the knowledgeable point of contact for our wealth advisors on all matters relating to health insurance. • Provide on-site support across all lines of health insurance for private and corporate clients. • Collaborate with your team to generate and implement initiatives to increase sales success. • Promote the professional and sales development of wealth advisors in the area of health insurance. • Independently organize and conduct sales events integrated into our all-finance advisory concepts. • Accompany wealth advisors to client meetings and provide support during consultations.
• Ideally, you have supplemented your training as an insurance clerk (Versicherungskaufmann/-frau) with the Fachwirt für Versicherungen und Finanzen (Advanced Specialist in Insurance and Finance) qualification. • Alternatively, you hold a degree in economics/business administration or a comparable degree with a focus on insurance. • Sales experience is an advantage but not required. • You demonstrate strong execution skills, self-motivation, and a confident presence. • You are a strong team player with a high level of customer and service orientation.
• Attractive compensation package including bonus • Permanent position with an open-ended employment contract • Comprehensive, tailored onboarding • Company pension plan including company-sponsored health insurance • Employee discounts and corporate benefits • Modern equipment and mobility options • Latest technology: smartphone and laptop provided • Flexible mobility solutions such as bike leasing (JobRad) and discounts on car purchases • 30 days of vacation plus special leave days (office closed on Dec 24 and Dec 31) • Access to EGYM WELLPASS and comprehensive health management • Participation in health programs • A motivated team that celebrates successes together • Significant scope to shape your role and numerous career opportunities • Ongoing professional development through internal and external training
Apply NowNovember 4
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