Working Student – Finance & Advisory, Entrepreneurial, Performance-Based
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Job Description
Werkstudent in der Finanzberatung mit Terminaufbau, Kundenkontakt und KPI-Steuerung. Strukturiertes Onboarding, Coaching und Perspektive ins Trainee-Programm.
Responsibilities:
- Schedule client appointments by phone, through networking, and via leads, while building a well-organized pipeline
- Learn and apply conversation guides, needs assessment techniques, follow-up procedures, and documentation standards
- Work with KPIs, receive feedback, and systematically improve results
- Analyze client situations and prepare advisory materials in a structured manner
- Participate in advisory meetings, manage follow-ups, and ensure clear next steps
- Maintain clean processes and consistently document activities
- Work closely with a high-performing team and take ownership of defined task packages
Requirements:
- Currently enrolled at a university or university of applied sciences
- German proficiency at least at C1 level (spoken and written)
- Strong communication skills, dependability, and reliability
- Initiative and a structured approach to work
- Motivation to perform and achieve measurable results
- Initial experience in sales, customer service, consulting, or a sports/high-performance environment preferred
Benefits:
- Structured onboarding: training plan, conversation guides, and clear standards
- Mentoring and coaching: regular feedback and clear goals
- Performance-based compensation (results-driven model—you are rewarded for your output)
- Scalable career path: opportunity to transition into the trainee program
- Remote work possible—autonomous working instead of being paid by the hour
- Performance-oriented team culture: clear communication and clear results
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