Working Student – Finance & Advisory, Entrepreneurial, Performance-Based
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Job Description
Werkstudent in der Finanzberatung mit Terminaufbau, Kundenanalyse und Follow-ups. Strukturierter Einstieg, Coaching und Perspektive ins Trainee-Programm.
Responsibilities:
- Schedule client appointments by phone, through networking, and via leads, while building a well-organized pipeline
- Learn conversation scripts, needs analysis, 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 client conversations, manage follow-ups, and ensure clear next steps
- Document processes and ensure organizational reliability
- Work closely with a high-performing team and take responsibility for 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, sports, or performance-oriented environments is desirable
- Willingness to make phone calls and build an appointment pipeline
- Willingness to trade security for development opportunities
Benefits:
- Structured onboarding: training plan, scripts, and clear standards
- Mentoring and coaching: regular feedback and clear goals
- Performance-based compensation (success-oriented model—you are rewarded for your output)
- Opportunity to transition into the trainee program
- Remote work possible—work independently rather than strictly by the clock
- Performance-driven team culture: clear communication and clear results
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