HORBACH

Sales

• High-quality, customer-focused financial advice
• Advising discerning clients
• Developing individualized financial plans
• Risk management
• Helping shape clients' financial futures
• Developing tailored financial solutions for academics

Sales – Career Changer

• High-quality, client-focused financial advice
• Advising sophisticated clients
• Creating individualized financial plans
• Risk management
• Helping shape clients' financial future

Sales Trainee

Financial Planning and Analysis

• Schedule client appointments by phone, network and leads, and build a clean pipeline
• Learn and apply conversation guides, needs assessment, follow-up and documentation standards
• Work with KPIs, receive feedback and systematically improve results
• Analyze client situations and prepare advisory materials in a structured way
• Support client conversations according to your experience level, manage follow-ups and ensure clear next steps
• Keep processes organized and document them consistently
• Work closely with a high-performing team and take ownership of task packages

Working Student – Finance & Advisory, entrepreneurial, performance-based

• Entry into financial advisory: conduct professional client meetings, identify needs and offer tailored solutions
• Support in the acquisition and advising of new clients
• Gradual development of your own client portfolio
• Preparation of analyses and concepts in the areas of risk protection/insurance, retirement planning, investments and asset building
• Close collaboration with experienced advisors and learning all core sales processes
• Participation in personal mentoring with a clear structure, feedback and individual support
• Development into a licensed financial advisor

Trainee in Financial Sales – Structured Career, Responsibility and Prospects

German

• Entry into financial advisory: You will learn how to conduct professional client meetings, identify needs, and offer tailored solutions.
• Sales & client service: You will assist with new client acquisition and advisory work, gradually building your own client portfolio.
• Financial planning & analysis: You will prepare analyses and concepts in the areas of protection, retirement provision, investments, and wealth accumulation.
• Hands-on training: You will work closely with experienced advisors and learn all core processes in sales.
• Teamwork & mentoring: You will be personally supported by Kevin Kehr – with clear structure, feedback, and individual development.

Trainee in Financial Sales – Structured Career, Responsibility and Opportunities

• Individuelle Finanzplanung: Du lernst, maßgeschneiderte Finanz- und Vorsorgekonzepte für Akademiker und anspruchsvolle Privatkunden zu entwickeln – von der Analyse bis zur Umsetzung.
• Beratungs- und Verkaufsgespräche: Du begleitest erfahrene Berater:innen bei Kundenterminen, wirkst aktiv an Gesprächen mit und übernimmst schrittweise selbst Verantwortung.
• Fachliche Weiterbildung: Du absolvierst ein praxisnahes, strukturiertes Praktikums-Programm mit dem Ziel, sich für das Trainee-Programm zu qualifizieren.
• Marktanalyse und Strategieentwicklung: Du erhältst Einblicke in die Analyse aktueller Markt- und Branchentrends und wirkst bei der Entwicklung strategischer Ansätze zur Kundenansprache mit.
• Projektarbeit: Du beteiligst Dich an internen Projekten in den Bereichen Marketing, Digitalisierung und Unternehmensentwicklung.
• Netzwerkaufbau: Du knüpfst wertvolle Kontakte zu Kooperationspartnern, Hochschulen und bestehenden Mandanten – mit dem Ziel, ein eigenes Kundenportfolio aufzubauen.
• Persönlichkeitsentwicklung: Du wirst individuell durch Mentor:innen begleitet und durchläufst regelmäßige Trainings zur Weiterentwicklung deiner kommunikativen und unternehmerischen Fähigkeiten.

Praktikum – Financial Consulting

• Entry into financial consulting: You will learn how to conduct client meetings professionally, identify needs, and offer tailored solutions.
• Sales & client support: You will assist in acquiring and advising new clients and gradually build your own client base.
• Financial planning & analysis: You will prepare analyses and concepts in the areas of insurance/risk protection, retirement planning, investments, and wealth accumulation.
• Practical training: You will work closely with experienced advisors and learn all core sales processes.
• Teamwork & mentoring: You will receive personal guidance from Kevin Kehr — with clear structure, feedback, and individualized support.

Trainee in Financial Sales – Career with Structure, Responsibility and Prospects

• Personalized financial planning: You will learn to develop tailored financial and retirement planning solutions for academics and discerning private clients — from analysis through to implementation.
• Advisory and sales meetings: You will accompany experienced advisors to client appointments, actively contribute to discussions, and gradually take on responsibility yourself.
• Professional development: You will complete a practice-oriented, structured internship program designed to qualify you for the trainee program.
• Market analysis and strategy development: You will gain insight into analyzing current market and industry trends and contribute to developing strategic approaches for client outreach.
• Project work: You will participate in internal projects in the areas of marketing, digitalization and business development.
• Network building: You will establish valuable contacts with cooperation partners, universities and existing clients — with the aim of building your own client portfolio.
• Personal development: You will receive individual mentorship and take part in regular trainings to develop your communication and entrepreneurial skills.

Internship in Financial Consulting

• Entry into financial advisory: You will learn how to conduct client conversations professionally, identify needs and offer tailored solutions.
• Sales & client support: You will assist with acquiring and advising new clients and gradually build your own client base.
• Financial planning & analysis: You will prepare analyses and concepts in the areas of insurance and protection, retirement provision, investment and wealth accumulation.
• Practical training: You will work closely with experienced advisors and learn all core sales processes.
• Teamwork & mentoring: You will be personally mentored by Kevin Kehr — with clear structure, feedback and individual support.

Trainee in Financial Sales – Career with Structure, Responsibility and Perspective

Account Executive

• Telefonische Betreuung von Interessenten auf Basis eines Gesprächsleitfadens
• Durchführung strukturierter Erstgespräche zur Bedarfsermittlung
• Pflege und Dokumentation der Kontakte im CRM-System
• Organisation und Vorarbeit für Beratungstermine im Finanzbereich
• Unterstützung bei Veranstaltungen, Seminaren und Team-Events

Vertriebsmitarbeiter/in – Vollzeit, German Speaking

• Customer onboarding: You guide new clients from the initial contact through to individualized financial planning — clearly, understandably and in a structured manner.
• Financial advice & support: You conduct advisory meetings, analyse protection and retirement needs, and develop tailored solutions.
• Documentation & processes: You work according to established standards, keep procedures well documented and ensure smooth execution.
• Communication & follow-up: You are the central point of contact, respond to inquiries reliably and maintain stable client relationships.
• Team & structure: You bring order to processes, support your team and contribute to the continuous optimisation of our workflows.

Customer Advisor – Full-time, German

• Appointment setting: You schedule client appointments (phone, network, leads) and build a clean pipeline.
• Process learning: You learn conversation guides, needs assessment, follow-up procedures and documentation standards.
• Performance optimization: You work with KPIs, receive feedback and systematically improve your results.
• Analysis & preparation: You support the analysis of client situations and prepare consulting materials in a structured way.
• Client contact: You participate in conversations (depending on stage), handle follow-ups and ensure clear next steps.
• Documentation & organization: You keep processes tidy, document consistently and ensure reliability.
• Teamwork: You work closely with a high-performing team and take ownership of your assigned tasks.

Working Student – Finance & Consulting, entrepreneurial, performance-based

• Customer onboarding: You guide new clients from the initial contact through to personalized financial planning — clear, comprehensible, and structured.
• Financial advice & support: You conduct advisory meetings, assess protection and retirement planning needs, and develop tailored solutions.
• Documentation & processes: You work according to defined standards, keep procedures well documented, and ensure smooth execution.
• Communication & follow-up: You act as the central point of contact, respond to inquiries reliably, and maintain stable client relationships.
• Team & structure: You bring order to processes, support your team, and contribute to the continuous improvement of our workflows.

Customer Advisor – Full-time, German-speaking

• Entry into financial advising: Learn how to conduct professional client meetings, identify needs and offer tailored solutions.
• Sales & client support: Assist with the acquisition and advising of new clients and progressively build your own client portfolio.
• Financial planning & analysis: Prepare analyses and concepts in the areas of protection, retirement provision, investments and wealth accumulation.
• Practical, hands-on training: Work closely with experienced advisors and learn all core processes in sales.
• Teamwork & mentoring: Receive personal guidance from Kevin Kehr — with clear structure, regular feedback and individual support.