HORBACH

• Appointment setting: You schedule client meetings (phone, network, leads) and build a clean pipeline. • Process learning: You learn conversation guides, needs assessment, follow-up and documentation standards. • Performance optimization: You work with KPIs, receive feedback and systematically improve your results. • Analysis & preparation: You support analysis of client situations and prepare consulting materials in a structured way. • Client contact: You accompany conversations (depending on the stage), take over follow-ups and ensure clear next steps. • Documentation & organization: You keep processes tidy, document consistently and ensure reliability. • Teamwork: You work closely with a high-performing team and take responsibility for your assigned tasks.

• Telephone support of prospective clients based on a call script • Conducting structured initial conversations to assess needs • Maintaining and documenting contacts in the CRM system • Organizing and preparing financial advisory appointments • Assisting with events, seminars, and team activities