Trainee in Financial Sales – Structured Career, Responsibility and Opportunities

HORBACH

Trainee role in financial consulting offering structured training and personal mentoring for career development. Focus on customer acquisition and financial planning in Germany.

Posted 7/22/2026full-timeHamburg • 🇩🇪 GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with a focus on client acquisition and tailored advisory solutions. Strong communication and interpersonal skills are essential for building and managing a client portfolio effectively.

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 AnalysisWealth AccumulationRetirement ProvisionInvestment Strategies

Soft Skills

Strong CommunicationReliabilityInitiativeStructured Working

Industry Keywords

Financial AdvisoryClient ServiceSales ProcessesProfessional Client Meetings

About the role

Key responsibilities & impact

Entry into financial advisory: You will learn how to conduct professional client meetings, identify needs, and offer tailored solutions.
Sales & client service: You will assist with new client acquisition and advisory work, gradually building your own client portfolio.
Financial planning & analysis: You will prepare analyses and concepts in the areas of protection, retirement provision, investments, and wealth accumulation.
Hands-on training: You will work closely with experienced advisors and learn all core processes in sales.
Teamwork & mentoring: You will be personally supported by Kevin Kehr – with clear structure, feedback, and individual development.

Requirements

What you’ll need

A-levels (Abitur) or a completed commercial apprenticeship, or an equivalent/higher qualification
Excellent German skills (at least C1 level or native speaker)
Residence in Germany
Strong communication skills and enjoyment in working with people
Reliability, initiative, and a structured way of working

Benefits

Comp & perks

Certified training: Preparation for two IHK certifications under §34d GewO (insurance) and §34f GewO (financial investments)
Structured trainee program: Clear learning objectives, fixed modules, accompanying trainings, and practical 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 with no income cap.
Career prospects: Upon successful completion – entry as a financial advisor or development toward a leadership role.
Flexibility & autonomy: Modern, location-independent working with a clear focus on results.