Finanzguru

👥 51-100💰 $14,245,170 Series B about 2 years agoArtificial Intelligence (AI)Financial ServicesInsuranceAssistive TechnologyFinTech💼 Private Company
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Finanzguru is an AI-powered financial assistant revolutionizing personal finance management. We provide users with a real-time overview of their disposable income, considering income, expenses, and upcoming contract obligations. This empowers individuals to take control of their finances with ease and confidence. We're a rapidly growing Fintech company based in Frankfurt, Germany, leveraging a modern tech stack including Python, SQL, PySpark, and cloud technologies (AWS, Azure, or GCP are mentioned in the job descriptions), and fostering a collaborative, remote-first engineering culture. Our commitment to innovation is evident in our use of cutting-edge AI, as seen in our recent recruitment of a Senior Generative AI Engineer/Data Scientist. We offer competitive compensation, ample opportunities for professional development, and a supportive work environment. Backed by significant funding including a Series B round, we are poised for continued expansion and growth, creating exciting opportunities for talented individuals to join our team and shape the future of personal finance.

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📍 Deutschland

🧭 Full-Time

💸 38000.0 - 48000.0 EUR per year

🔍 FinTech

  • Completed training as an insurance salesman/woman or a comparable qualification
  • At least two years of professional experience in the insurance sector, ideally in processing or sales support
  • An independent and structured way of working with high reliability and initiative
  • Organizational talent and a clear service and customer orientation
  • Strong communication skills and team spirit
  • Safe handling of MS Office and digital consulting tools
  • Very good German skills (at least C1 level)
  • Willingness to support us full-time
  • Support our insurance experts with your expertise and commitment in sales
  • Support the team in planning and implementing sales measures
  • Optimize and document internal processes to increase efficiency and service quality
  • Review and process applications and risk inquiries
  • Act as a link between the sales team and the broker support to ensure smooth communication

Communication SkillsMicrosoft ExcelCustomer serviceOrganizational skillsMS OfficeData entrySales experienceCRMCustomer support

Posted 3 months ago
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📍 Deutschland

🧭 Full-Time

💸 36000.0 - 150000.0 EUR per year

🔍 FinTech

  • Abgeschlossene Ausbildung zum Versicherungskaufmann/frau
  • Mind. 5 Jahre erfolgreich als Kundenberater (w/m/d) gearbeitet
  • Exzellentes fachliches Wissen im Personenversicherungsbereich und-/oder im Anlagebereich
  • Sehr gute Deutschkenntnisse (min.C1)
  • Beratung und Betreuung der Bestands- und Neukund:innen (Keine Eigenakquise)
  • Sorge für die nahtlose Verknüpfung aus Banking und Versicherungen
  • Hilf mit deinem Know-How bei der Entwicklung einer datenbasierten Bedarfsanalyse

Data AnalysisCommunication SkillsCustomer serviceAccount ManagementClient relationship managementSales experienceCRMFinancial analysisCustomer support

Posted 7 months ago
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