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

Posted 2hrs ago

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Job Description

Trainee im Finanzvertrieb bei Kevin Kehr, mit IHK-Ausbildung, Kundenberatung und Finanzplanung. Aufbau eines eigenen Kundenstamms mit Mentoring und Karriereperspektive.

Responsibilities:

  • Conduct client meetings professionally, identify needs, and offer tailored solutions
  • Support the acquisition and consultation of new clients
  • Gradually build 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 core sales processes
  • Receive personal guidance, coaching, and support from Kevin Kehr

Requirements:

  • High school diploma, completed commercial vocational 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 enjoyment of working with people
  • Reliability, initiative, and a structured approach to work

Benefits:

  • Preparation for two IHK qualifications in accordance with Section 34d of the German Trade and Industry Regulation Act (GewO) for insurance and Section 34f GewO for financial investments
  • Structured trainee program with clear learning objectives, set modules, accompanying training, and practical implementation
  • Personal mentoring from Kevin Kehr
  • Performance-based compensation with uncapped earning potential
  • Career opportunities as a financial advisor or manager
  • Modern, location-independent working model
  • Individual development opportunities