Trainee in Financial Services Sales – A Structured Career with Responsibility and Prospects
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Job Description
Trainee im Finanzvertrieb für Kundenberatung, Akquise und Finanzplanung. Vorbereitung auf IHK-Lizenzen mit Mentoring und Entwicklung zum Finanzberater.
Responsibilities:
- Conduct client meetings professionally, identify client needs, and offer tailored solutions
- Support the acquisition and advising 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 the core processes involved in sales
- Receive guidance, coaching, and support from Kevin Kehr
Requirements:
- Abitur, completed commercial training, or an equivalent or higher-level qualification
- Excellent German language skills (at least C1 level or native speaker)
- Residence in Germany
- Strong communication skills and enjoyment of working with people
- Reliability, initiative, and a structured approach to work
Benefits:
- Preparation for two Chamber of Industry and Commerce (IHK) qualifications under 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 prospects as a financial advisor or opportunities to progress toward a leadership role
- Modern, location-independent way of working
- Individual development opportunities
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