Financial Services Sales Trainee – A Structured Career with Responsibility and Prospects
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Job Description
Finanzvertrieb-Trainee für Kundenberatung, Akquise und Finanzplanung. Strukturierte Ausbildung mit IHK-Abschlüssen und Entwicklung zum lizenzierten Finanzberater.
Responsibilities:
- Conduct professional client meetings, identify client needs, and offer tailored solutions
- Support the acquisition and advising of new clients
- Gradually build and manage your own client portfolio
- Prepare analyses and concepts in the areas of protection, retirement planning, investments, and wealth accumulation
- Work closely with experienced advisors and learn the core processes of financial services sales
- Receive personal coaching, feedback, and individual development support from Kevin Kehr
Requirements:
- Abitur, completed commercial training, or an equivalent or higher qualification
- Excellent German language skills (at least C1 level or native proficiency)
- Reside in Germany
- Strong communication skills and enjoy working with people
- Reliable, proactive, and highly organized approach to work
- Willingness to prepare for the IHK qualifications pursuant to Sections 34d and 34f of the German Trade Regulation Act (GewO)
Benefits:
- Preparation for two IHK qualifications pursuant to Section 34d of the German Trade Regulation Act (insurance) and Section 34f (financial investments)
- Structured trainee program with clear learning objectives, defined modules, accompanying training, and practical application
- Personal mentoring from Kevin Kehr
- Performance-based compensation with unlimited earning potential
- Career prospects as a financial advisor or opportunities to progress into a leadership role
- Modern, location-independent way of working with a focus on results
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