Team Lead – Insurance & Financial Protection Sales, Life/Health and Disability Insurance

🕒 August 28

🇩🇪 Germany – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Finanzguru

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Lead a team of 6 to 9 advisors • Build and maintain a strong team culture • Proactively help shape decisions, strategies, and developments • Translate company and product developments for the team • Conduct direct 1:1s, feedback sessions, and regular case reviews • Support the team’s professional and personal development • Promote sustainable advisory quality instead of short-term sales pressure • Improve advisory processes and workflows • Work with the team to provide more than 3 million app users with suitable, long-term insurance protection and lasting value • Advise customers who already have an interest in Finanzguru; no cold calling

🎯 Requirements

• Training as an insurance and financial investment services specialist or as an insurance specialist (IHK/BWV) • Relevant expertise in accordance with Section 34f of the German Trade Regulation Act (GewO) • At least 2 years of practical experience in life/health and disability insurance or biometric risk advisory • Initial leadership experience, for example as a Senior Advisor, Coach, or Team Captain • Entrepreneurial mindset • Strong sense of responsibility and ownership • Experience and willingness to work with digital tools • Ability to communicate change to the team clearly, motivationally, and empathetically • Enthusiasm for honest advice that delivers sustainable value

🏖️ Benefits

• 100% remote work • Team events and workations • Attractive salary • Opportunities to deepen your expertise and develop as a leader • Premium equipment for your home office • Strong team spirit and recognition for your performance