Trainee in Financial Sales – Structured Career, Responsibility and Prospects

HORBACH

Trainee im Finanzvertrieb für Kundenberatung, Akquise und Finanzplanung. Strukturierte Ausbildung mit Mentoring und Vorbereitung auf deutsche IHK-Lizenzen.

Posted 8/10/2026full-timeHamburg • 🇩🇪 GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills and the ability to conduct professional client meetings while developing tailored financial solutions. Capable of preparing analyses in risk protection, retirement planning, and investments, with a focus on building a client portfolio.

Highest-signal resume keywords

Very Good German Language SkillsClient Portfolio DevelopmentRisk Protection AnalysisRetirement PlanningStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AdvisoryRisk ProtectionRetirement PlanningInvestment AnalysisClient Needs Assessment

Soft Skills

Strong CommunicationReliabilityInitiativeStructured Working

Industry Keywords

Financial AdvisoryClient AcquisitionAsset BuildingSales ProcessesMentoring

About the role

Key responsibilities & impact

Entry into financial advisory: conduct professional client meetings, identify needs and offer tailored solutions
Support in the acquisition and advising of new clients
Gradual development of your own client portfolio
Preparation of analyses and concepts in the areas of risk protection/insurance, retirement planning, investments and asset building
Close collaboration with experienced advisors and learning all core sales processes
Participation in personal mentoring with a clear structure, feedback and individual support
Development into a licensed financial advisor

Requirements

What you’ll need

A-levels (Abitur) or a completed commercial apprenticeship, or an equivalent/higher qualification
Very good German language 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

Preparation for two Chamber of Industry and Commerce (IHK) qualifications according to §34d GewO (insurance) and §34f GewO (financial investments)
Structured trainee program with clear learning objectives, fixed modules, accompanying training and practical implementation
Personal mentoring by Kevin Kehr
Performance-based compensation with no income cap
Career prospects as a financial advisor or progression toward a leadership role
Modern, location-independent working model
Individual development opportunities