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Stephan PfeiferSP

Stephan Pfeifer

Remote Sales Consultant

€750/day
Frankfurt am Main, DE
15+ years

Average response time: 1 hour

Freelancer profile translated to English.
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About Stephan

As a Remote Sales Consultant, I support companies with digital customer consulting, remote sales, sales of complex products, and commercial and organizational project support.

My focus is on professional customer communication, needs assessment, product presentation, objection handling, lead follow-up, and sales-oriented support through to contract closing. My extensive experience in selling complex products allows me to quickly familiarize myself with new offerings, target groups, and company processes.

My industry focus includes Financial Services, Insurance, Real Estate, Investments, and Renewable Energy. In the field of photovoltaics and heat pumps, I support product providers in digital sales: consulting potential buyers, presenting the offered solution, qualifying leads, handling objections, follow-up, and closing. Technical planning, calculation, and binding offer creation are handled by the respective product provider.

Additionally, I undertake project-related commercial tasks, research, documentation, offer preparation, structuring complex information, and digital process support. I consciously utilize modern AI tools such as ChatGPT, Claude, and Perplexity in my daily work to make research, analysis, document creation, and information processing more efficient and professional.

All consulting, sales, and project services are performed remotely and exclusively in German.
  • German

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • SP-Group
    Insurance and Financial Advisor
    CONSULTING AND AUDITS
    September 2001 - Today (24 years and 11 months)
    Frankfurt am Main, Germany
    Consulting private and business clients in the areas of insurance, financial services, retirement planning, investments, and real estate.

    Focus areas:
    - Private health insurance and statutory health insurance
    - Retirement planning, basic pensions, and ETF pension insurance
    - Investments, real estate, and care properties
    - Insurance analysis, needs assessment, and tariff optimization
    - Customer-oriented advice and clear explanation of complex financial topics
    - Digital consulting via phone, video conference, and email

    Consulting is provided exclusively in German. Tax and legal advice are not offered; such topics are only considered within the scope of economic considerations.
    Financial Services Insurance Real Estate Capital Market Customer Consulting
  • SP-Group
    Senior Sales & Business Consultant
    CONSULTING AND AUDITS
    September 2001 - Today (24 years and 11 months)
    Frankfurt am Main, Germany
    Digital customer consulting and sales of complex products and services.

    Focus areas:
    - Remote Sales and Customer Consulting
    - Consulting for private and business clients
    - Financial Services, Insurance, Real Estate, and Investments
    - Online sales of photovoltaic and heat pump solutions
    - Needs assessment, product presentation, objection handling, and closing
    - Commercial project support, research, and documentation
    - AI-supported work processes with ChatGPT, Claude, and Perplexity

    All consulting and project services are performed remotely and exclusively in German.
    Sales Customer Consulting Lead Management Business Development Closing

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Education

  • Insurance Specialist (BWV)
    Professional Training Institute of the German Insurance Industry (BWV) e. V.
    2004
    Fachliche Grundlage für die Beratung und Vermittlung von Versicherungsprodukten sowie für kundenorientierte Analyse, Bedarfsermittlung und verständliche Produktberatung.
  • Financial Investment Intermediary (§ 34f)
    IHK Frankfurt am Main
    2014
    Erlaubnis und fachliche Grundlage für die Vermittlung von Finanzanlagen sowie für kundenorientierte Beratung, Bedarfsermittlung und strukturierte Produktinformation im Bereich Kapitalanlagen.

Skill set

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