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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Commitment or interest in a dual study program (university, university of applied sciences (FH), IBA, or similar)
- German language proficiency at least C1 (spoken and written)
- Strong communication skills, willingness to learn, and reliability
- Organizational skills, discipline, and personal accountability
- Performance-driven: you want to improve measurably
- Some experience in sales/communication (e.g., hospitality, sports club, promotions, sales)
Benefits
Comp & perks- Work-integrated development with a clear structure and training plan
- Mentoring & coaching: dedicated contacts and regular reviews
- Performance-based compensation / success-driven rewards – you will be rewarded for results
- Rapid skills development: sales and advisory skills that make you strong in the market
- Career path: prospects from trainee / entrepreneurial roles up to leadership and team-building positions
- Remote work possible (depending on practical phases and coordination)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strong communication skillswillingness to learnreliabilityorganizational skillsdisciplinepersonal accountabilityperformance-driven
Certifications
German language proficiency C1
