
501 - 1000 employees
Founded 1983
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
HORBACH is a German financial advisory firm founded in 1983 that provides personalized financial planning, insurance and investment solutions for private and corporate clients. The company offers services including retirement planning, mortgage financing, income protection, wealth accumulation and asset protection, and sells insurance products such as health, life, liability, home contents and legal expenses coverage. HORBACH operates nationwide with dozens of regional centers, specializes in advising professionals (physicians, teachers, civil servants), and also provides corporate consulting services like company pension management and corporate financing.
🔥 4 minutes ago
🗣️🇩🇪 German Required
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501 - 1000 employees
Founded 1983
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
HORBACH is a German financial advisory firm founded in 1983 that provides personalized financial planning, insurance and investment solutions for private and corporate clients. The company offers services including retirement planning, mortgage financing, income protection, wealth accumulation and asset protection, and sells insurance products such as health, life, liability, home contents and legal expenses coverage. HORBACH operates nationwide with dozens of regional centers, specializes in advising professionals (physicians, teachers, civil servants), and also provides corporate consulting services like company pension management and corporate financing.
• Provide telephone support to prospective clients using a conversation guide • Conduct structured initial consultations to determine client needs • Maintain and document contacts in the CRM system • Organize and prepare for financial advisory appointments • Assist with events, seminars, and team events • Manage warm leads • Support financial advisors with appointment preparation
• High school diploma, completed commercial apprenticeship, or equivalent/higher qualification • Residence in Germany • Structured, responsible, and solution-oriented approach to work • Reliable, professional, and friendly communication—in person, by phone, and digitally • Willingness to work within clear systems and defined processes • Ownership of your area of responsibility and consistent completion of tasks • Experience in customer consulting, sales, or financial services is a plus but not required • German-speaking
• Regular working hours • 2–4 weeks of structured onboarding with checklists and conversation guides • Long-term collaboration • Modern office in Hamburg or remote work • Team-oriented working environment • Clear processes, checklists, and tools
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