Trainee in Financial Sales – A Structured Career with Responsibility and Prospects

Posted 2hrs ago

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Job Description

Finanzvertrieb-Trainee für Kundenberatung, Akquise und Finanzplanung bei Kevin Kehr. Vorbereitung auf IHK-Abschlüsse und Entwicklung zum lizenzierten Finanzberater.

Responsibilities:

  • Conduct professional client conversations, identify needs, and offer tailored financial solutions
  • Support the acquisition and consultation of new clients
  • Gradually build your own client portfolio
  • Prepare analyses and concepts covering protection, retirement planning, investments, and wealth accumulation
  • Work closely with experienced advisors and learn core sales processes
  • Receive guidance, coaching, and individualized support from Kevin Kehr

Requirements:

  • High school diploma, completed commercial training, or an equivalent or higher qualification
  • Excellent German language skills (at least C1 level or native proficiency)
  • Residence in Germany
  • Strong communication skills and a genuine interest in working with people
  • Reliability, initiative, and a structured approach to work

Benefits:

  • Preparation for two Chamber of Industry and Commerce (IHK) qualifications pursuant to Section 34d of the German Trade Regulation Act (GewO) for insurance and Section 34f GewO for 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 uncapped earning potential
  • Career opportunities as a financial advisor or potential progression into leadership after successful completion
  • Modern, location-independent way of working
  • Individual development opportunities, coaching, and support