Trainee in Financial Sales – Career with Structure, Responsibility and Perspective

HORBACH

Trainee position in Finanzvertrieb with mentorship and structured training for financial advising career. Building customer relationships and providing tailored financial solutions in Germany.

Posted 7/1/2026full-timeHamburg • 🇩🇪 GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial planning and analysis capabilities, with a focus on client relationship management and tailored financial solutions. Proficient in effective communication and teamwork, supported by a structured approach to work.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementGerman Language Proficiency (C1)Communication SkillsTeamwork

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInsurance KnowledgeRetirement PlanningInvestment StrategiesWealth Accumulation

Soft Skills

Strong CommunicationReliabilityInitiativeStructured Working Style

Industry Keywords

Financial AdvisoryClient SupportSales ProcessesMentoring

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.