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Trainee, Financial Sales – Structured Career Path, Responsibility and Opportunity
HORBACHTrainee in financial sales and advising supported by structured training and personal mentoring by Kevin Kehr. Aiming for licensed financial advisor roles post-program completion.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial planning and analysis capabilities, with a focus on client acquisition and tailored financial solutions. Proficient in communication and teamwork, with a commitment to structured processes and personal development.
Highest-signal resume keywords
Financial PlanningClient AcquisitionGerman Language Proficiency (C1)Strong Communication SkillsTeamwork
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisWealth AccumulationRetirement ProvisionInvestment Strategies
Soft Skills
ReliabilityInitiativeStructured Working
Industry Keywords
Financial AdvisingClient PortfolioSales SupportProfessional Client Meetings
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- A-levels (Abitur), a completed commercial apprenticeship, or an equivalent/higher qualification
- Very good German language skills (minimum C1 level or native speaker)
- Residence in Germany
- Strong communication skills and enjoyment of working with people
- Reliability, initiative and a structured way of working
Benefits
Comp & perks- Licensed training: Preparation for two IHK certifications according to §34d GewO (insurance) and §34f GewO (financial investments)
- Structured trainee program: Clear learning objectives, defined modules, accompanying training and practical implementation.
- Personal mentoring: Direct support from your mentor Kevin Kehr, from your first advisory sessions through to building your own client base.
- High earning potential: Performance-based compensation with no income cap.
- Career prospects: After successful completion — start as a financial advisor or develop into a leadership role.
- Flexibility & autonomy: Modern, location-independent working with a clear focus on results.