Working Student – Sales Assistant, Financial Consulting

HORBACH

Werkstudent as sales assistant in financial consulting at HORBACH Wirtschaftsberatung in Berlin, helping with client communication and financial strategy development.

Posted 6/13/2026part-timeBerlin • 🇩🇪 GermanyEntry Level💰 €500 - €1,500 per monthWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial analysisfinancial strategy developmentclient data managementCRM systemsdocument managementcontract preparationcontent creationcommunity managementpresentation designevent coordination

Soft Skills

strong communicatoropen-mindedmotivatedgoal-orientedreliablewilling to learnadaptabilityteam collaborationclient relationship managementproblem-solving

Tools & Technologies

CRM softwaresocial media platformspresentation softwaredocument management systemsevent management toolsfinancial planning toolsdata analysis toolsmarketing softwarecommunication toolsscheduling software

Industry Keywords

financial productsretirement planningclient acquisitionmarket analysisadvisory servicesfinancial advisingworkshopsclient meetingsfinancial topicsindependent financial advisors

About the role

Key responsibilities & impact

Preparation for client meetings (e.g., research on financial products, creation of presentations)
Analysis of clients’ financial situations and development of suitable financial strategies
Support in preparing tailored financial and retirement plans
Support with client acquisition (e.g., scheduling appointments, initial contacts)
Maintenance of client data and CRM systems
Follow-up after advisory meetings
Competitor and market analyses to identify new advisory opportunities
Back-office support (e.g., document management, contract preparation)
Coordination of events & workshops for clients and prospects
Support for social media campaigns (e.g., content creation, community management)
Design of marketing materials and presentations
Support in organizing online and offline events

Requirements

What you’ll need

Enrolled student with an interest in financial topics, regardless of your field of study
Strong communicator, open-minded, and fluent in German (native or advanced proficiency)
Motivated, goal-oriented, and reliable
Willing to learn new topics and open to pursuing a career within our network of independent financial advisors

Benefits

Comp & perks

Hands-on insight into the financial industry and sales
Flexible working hours you can adapt to your timetable (10 to 20 hours/week)
Fixed and variable earning opportunities that you can influence yourself
Option to work remotely once onboarding is successfully completed
Real professional experience that advances you technically, commercially, and personally
A dynamic team with flat hierarchies and an open corporate culture
Opportunity for full-time employment after graduation