
51 - 200 employees
Founded 2015
💳 Fintech
👥 B2C
💰 $14.2M Series B - Finanzguru on 2023-04
Fintech • B2C
Finanzguru is a German personal-finance app (operated by dwins GmbH) that consolidates users' bank accounts, savings accounts, depots and crypto exchanges into a single interface and provides automated, AI-powered transaction categorization, contract detection and an in-app contract cancellation service. The app offers budgeting, insurance needs checks, cashback/savings offers ("Sparbooster"), and other financial tools (calculators, pension depot advice). Finanzguru’s core features include secure account linking (3,000+ banks supported), an encrypted personal data vault (AES), BaFin regulation, and a permanently free basic tier; it is available in Germany and Austria.
🔥 15 hours ago
🗣️🇩🇪 German Required
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51 - 200 employees
Founded 2015
💳 Fintech
👥 B2C
💰 $14.2M Series B - Finanzguru on 2023-04
Fintech • B2C
Finanzguru is a German personal-finance app (operated by dwins GmbH) that consolidates users' bank accounts, savings accounts, depots and crypto exchanges into a single interface and provides automated, AI-powered transaction categorization, contract detection and an in-app contract cancellation service. The app offers budgeting, insurance needs checks, cashback/savings offers ("Sparbooster"), and other financial tools (calculators, pension depot advice). Finanzguru’s core features include secure account linking (3,000+ banks supported), an encrypted personal data vault (AES), BaFin regulation, and a permanently free basic tier; it is available in Germany and Austria.
• Actively develop the established Finanzguru advisory service • Translate complex technical terminology into clear, accessible language • Provide comprehensive advice to existing and new customers based on their banking data • Further optimize data-driven needs analysis • Connect banking and insurance • Help deliver sustainable advice to more than 3 million users • Work in a specialized pension and insurance planning team of approximately 6 to 9 customer advisors • Work with the team lead on performance and personal development • Engage in daily professional and personal exchange via Slack, video calls, and digital coffee chats
• Completed vocational training as an insurance specialist or insurance professional (BWV/IHK) • At least 2 years of experience providing holistic customer advice • Ideally, in-depth knowledge of biometric risk protection, particularly occupational disability and life insurance (BU/LV), as well as health insurance (KV) • Willingness to make excellent advice scalable through digitalization • Affinity for digital tools • Interest in the intersection of technical expertise and product development • Fluent German at C1/C2 level • Ability to build strong relationships of trust with customers, even remotely
• 100% remote work from anywhere in Germany • State-of-the-art equipment for home-office work • No cold calling; leads provided through intelligent app logic • Regular team events, both off-site and on-site • Flat hierarchies • Open communication and regular feedback loops • Personal and professional development with team lead support • Digital collaboration through Slack, video calls, and digital coffee chats
Apply Now🕒 Yesterday
Versicherungsmakler für bAV, bKV und bBU bei become.1, einem Heidelberger Tech-Start-up für digitale Unternehmenslösungen. Beratung und B2B-Neukundenakquise auf C-Level.
🇩🇪 Germany – Remote
💰 $3.7M Seed Round - become.1 on 2024-09
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
🗣️🇩🇪 German Required
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🗣️🇩🇪 German Required
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🗣️🇩🇪 German Required
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🗣️🇩🇪 German Required