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

HORBACH

Trainee in financial sales focusing on client consultations, sales support, and financial planning with personal guidance by Kevin Kehr.

Posted 7/6/2026full-timeHamburg • 🇩🇪 GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with a focus on insurance, retirement planning, investments, and wealth accumulation. Possesses strong communication skills and the ability to build and maintain client relationships in a structured and reliable manner.

Highest-signal resume keywords

Financial PlanningClient AcquisitionCommunication SkillsGerman Language ProficiencyTeamwork

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInsurance PlanningRetirement PlanningInvestment StrategiesWealth Accumulation

Soft Skills

Strong CommunicationReliabilityInitiativeStructured Working

Industry Keywords

Financial ConsultingClient SupportSales ProcessesMentoring

About the role

Key responsibilities & impact

Entry into financial consulting: You will learn how to conduct client meetings professionally, identify needs, and offer tailored solutions.
Sales & client support: You will assist in 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/risk protection, retirement planning, investments, and wealth accumulation.
Practical training: You will work closely with experienced advisors and learn all core sales processes.
Teamwork & mentoring: You will receive personal guidance from Kevin Kehr — with clear structure, feedback, and individualized support.

Requirements

What you’ll need

Secondary school diploma (Abitur) or 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 interacting 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 investment services).
Structured trainee program: Clear learning objectives, fixed modules, accompanying training sessions, and practical implementation.
Personal mentoring: Direct support from your mentor Kevin Kehr, from initial consultations to developing your own client base.
High earning potential: Performance-based compensation with no income cap.
Career prospects: After successful completion — entry as a financial advisor or development toward leadership roles.
Flexibility & autonomy: Modern, location-independent working with a clear focus on results.