HORBACH

Account Executive

• You handle warm leads
• Conduct structured initial consultations to assess client needs
• Maintain and document contacts in the CRM system
• Organize and prepare for financial advisory appointments
• Support at events, seminars, and team events

Sales Representative – Full-time, German-speaking

Financial Planning and Analysis

• Appointment setting: You schedule client meetings (phone, network, leads) and build a clean pipeline.
• Process learning: You learn conversation guides, needs assessment, follow-up and documentation standards.
• Performance optimization: You work with KPIs, receive feedback and systematically improve your results.
• Analysis & preparation: You support analysis of client situations and prepare consulting materials in a structured way.
• Client contact: You accompany conversations (depending on the stage), take over 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 responsibility for your assigned tasks.

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

• Individual analysis of our clients, as well as holistic advising and financial planning
• Acquisition of new clients
• Development and presentation of tailored investment concepts
• Further development of our service offering
• Independent coordination and management of your own area

Trainee Financial Consultant – m/f/d

• Provide telephone support to prospects using a scripted conversation guide
• Conduct structured initial interviews to assess needs
• Maintain and document contacts in the CRM system
• Organize and prepare appointments for financial advisory services
• Assist with events, seminars and team activities

Sales Representative – Full-time, German

Sales

• Hochwertige und kundenorientierte Finanzberatung
• Beratung von anspruchsvollen Mandaten
• Erstellung individueller Finanzpläne
• Risikomanagement

Trainee Vertrieb

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

Sales, Career Changer

• Appointment generation: You will learn to schedule client meetings (phone, network, leads) and continuously build your pipeline.
• Processes & standards: You will learn consulting processes, conversation techniques, needs assessment, and documentation.
• Feedback & development: You will receive coaching, work with KPIs, and quickly develop toward taking on your own responsibilities.
• Analysis & advisory: You will analyze client situations and, with support, develop suitable financial and retirement planning concepts.
• Client relationships: You will learn to build long-term relationships and act as a reliable point of contact.
• Optimization: You will regularly review solutions and adapt them to life changes and market conditions.
• Teamwork: You will work closely with experienced advisors and specialists to deliver top solutions.

Dual Study Program – Finance, Consulting & Entrepreneurship

• Appointment building: You schedule client appointments (phone, network, leads) and build a clean pipeline.
• Process learning: You learn call scripts, needs assessment, follow-up procedures and documentation standards.
• Performance optimization: You work with KPIs, receive feedback and systematically improve your results.
• Analysis & preparation: You assist in analyzing client situations and prepare consulting materials in a structured way.
• Client contact: You participate in meetings (depending on the 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 responsibility for your areas of work.

Working Student – Finance, Consulting

• Telephone outreach: You contact prospective customers by phone following a clear call script.
• Appointment management: You coordinate and schedule consultation appointments in a structured and reliable manner.
• Preparation and follow-up: You prepare client meetings using checklists and document the outcomes accurately.
• Team support: You assist consultants in day-to-day tasks — e.g., with preparation, documentation and follow-up.
• Data maintenance: You keep customer information up to date and complete in the system.
• Event support: You occasionally accompany customer events or workshops and take on defined responsibilities there.

• High-quality, client-focused financial advice
• Advising demanding clients
• Creating individual financial plans
• Risk management

Sales Trainee

• Telefonische Kontaktaufnahme: Du sprichst potenzielle Kunden auf Basis eines klaren Gesprächsleitfadens an.
• Terminmanagement: Du koordinierst und planst Beratungstermine strukturiert und zuverlässig.
• Vor- und Nachbereitung: Du bereitest Kundentermine anhand von Checklisten vor und dokumentierst die Ergebnisse sauber.
• Team-Support: Du unterstützt die Berater im Tagesgeschäft – z. B. bei Vorbereitung, Dokumentation und Nachverfolgung.
• Datenpflege: Du hältst Kundeninformationen im System aktuell und vollständig.
• Event-Unterstützung: Du begleitest gelegentlich Kundenevents oder Workshops und übernimmst dort definierte Aufgabenbereiche.

Sales Representative – Full-time, German-speaking

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

Trainee Financial Consultant – m/f/d

Sales Representative – Full-time, German

Trainee Vertrieb

Sales, Career Changer

Dual Study Program – Finance, Consulting & Entrepreneurship

Working Student – Finance, Consulting

Sales Representative – Full-time, German-speaking

Sales Trainee

Setter, Vertrieb – Vollzeit, Deutsch