Business Development Representative (Insurance/ Asset Management)

Cleversoft Group; München; Hybrid; EUR 55,000 - 75,000; Full time

Benefits offered by this job

30 paid vacation days

Hybrid working model (up to 50% WFH)

Training & conferences

Job summary

cleversoft group, a FinTech/RegTech leader, is hiring a Business Development Representative in Munich. You will drive outbound initiatives, build a strong pipeline, and run discovery calls with potential clients in the asset management and insurance space.

You will collaborate with marketing to optimize lead generation and aim to exceed sales targets in a hybrid work setting. Join a fast-paced team, benefit from a structured training program, and grow quickly with state-of-the-art cloud

Qualifications

• 3+ years of proven success in B2B sales, preferably hunter-style.
• Bachelor's degree in Business/Finance or related field (preferred).
• Familiarity with CRM systems and sales enablement tools.
• Advanced English and German communication skills (spoken and written).
• French communication skills (spoken and written) are a plus.
• Experience in Unit-Linked Insurance/Asset Management and knowledge of regulations.

Responsibilities

• Identify and qualify new business opportunities via cold calling, emailing, LinkedIn, and outbound methods.
• Develop and maintain a pipeline of potential customers.
• Conduct discovery calls and product demos to tailor solutions.
• Collaborate with marketing to refine lead-generation strategies.
• Meet or exceed monthly and quarterly sales targets.
• Maintain accurate CRM records.
• Represent the company at industry events and conferences.

Skills

Hunter mindset

Outbound prospecting

CRM familiarity

Negotiation skills

Time management

Multilingual communication

Education

Bachelor's degree in Business/Finance or related field

Tools

CRM systems

Sales enablement tools

Job description

Business Development Representative (Insurance/ Asset Management)

Full-time

About the Role

Are you ready to break new ground with us? Then join our Sales Team in Munich as Business Development Representative.

Responsibilities

• Proactively identify and qualify new business opportunities through cold calling, emailing, LinkedIn outreach, and other outbound methods.
• Develop and maintain a pipeline of potential customers.
• Conduct discovery calls and product demos to understand client needs and present tailored solutions.
• Collaborate with the marketing team to refine lead-generation strategies.
• Achieve or exceed monthly and quarterly sales targets.
• Maintain accurate and up-to-date records in the CRM system.
• Represent the company at industry events, networking functions, or virtual conferences (as needed).

Requirements

• 3+ years of proven success in B2B sales, preferably in a hunter-style role.
• Bachelor's degree in Business, Finance, or related field (preferred).
• Familiarity with CRM systems and sales enablement tools.
• Advanced English and German communication skills (spoken and written).
• French communication skills (spoken and written) are a plus.
• Previous experience in Unit-Linked Insurance Business and/or Asset Management / Fonds Market, with knowledge of financial regulations.
• Exceptional interpersonal and negotiation skills.
• Highly self-motivated, competitive, and results-driven.
• Comfortable with outbound sales and cold prospecting.
• Ability to learn quickly, adapt to feedback, and manage time effectively.

Details

• A very challenging and rewarding FinTech/RegTech environment where you will grow exponentially in professionality and technical knowledge.
• Opportunity to work with state-of-the-art technologies, in a digital cloud-based environment, collaborating with the team anytime and from anywhere.
• An extensive internal training program and the possibility to follow external though related courses.
• Project and teamwork providing cross-field experience.
• 30 paid vacation days annually.
• Hybrid working model allowing you flexible working hours and up to 50% work from home.
• Opportunities for training, customer engagement, and conference participation.
• Possibility for high impact and fast personal growth.

• A very challenging and rewarding FinTech/RegTech environment where you will grow exponentially in professionality and technical knowledge.
• Opportunity to work with state-of-the-art technologies, in a digital cloud-based environment, collaborating with the team anytime and from anywhere.
• An extensive internal training program and the possibility to follow external though related courses.
• Project and teamwork providing cross-field experience.
• 30 paid vacation days annually.
• Hybrid working model allowing you flexible working hours and up to 50% work from home.
• Opportunities for training, customer engagement, and conference participation.
• Possibility for high impact and fast personal growth.

cleversoft is an equal opportunity employer. We do not discriminate against any applicant or employee based on gender, sexual orientation, race, religion, belief, disability, or any other legally protected characteristic. We are committed to hiring the best candidates for our positions, regardless of these factors.

About us

The cleversoft group is the leading provider of cloud-based RegTech services for financial service providers. The company, headquartered in Munich with offices in Frankfurt, Luxembourg, Amsterdam, The Hague, Malta, Sofia, Seville, Istanbul, Dubai, and Kuwait, supplies over 1,200 financial institutions worldwide with automated solutions to optimize business-critical compliance processes.