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Trainee in Financial Sales – Career with Structure, Responsibility and Perspective
HORBACHTrainee position in Finanzvertrieb with mentorship and structured training for financial advising career. Building customer relationships and providing tailored financial solutions in Germany.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- A‑levels (Abitur), completed commercial/vocational training, or an equivalent/higher qualification
- Excellent German language skills (minimum C1 level or native speaker)
- Residence in Germany
- Strong communication skills and enjoyment in dealing with people
- Reliability, initiative and a structured working style
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, fixed modules, accompanying training sessions and hands-on implementation.
- Personal mentoring: Direct support from your mentor Kevin Kehr, from the first advisory meetings to building your own client base.
- High earning potential: Performance-based compensation without an income cap.
- Career prospects: After successful completion — entry as a financial advisor or progression toward leadership roles.
- Flexibility & autonomy: Modern, location-independent working with a clear focus on results.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial AnalysisInsurance KnowledgeRetirement PlanningInvestment StrategiesWealth Accumulation
Soft Skills
Strong CommunicationReliabilityInitiativeStructured Working Style