HORBACH

Financial Planning and Analysis

• Individuelle Finanzplanung: Du lernst, maßgeschneiderte Finanz- und Vorsorgekonzepte für Akademiker und anspruchsvolle Privatkunden zu entwickeln – von der Analyse bis zur Umsetzung.
• Beratungs- und Verkaufsgespräche: Du begleitest erfahrene Berater:innen bei Kundenterminen, wirkst aktiv an Gesprächen mit und übernimmst schrittweise selbst Verantwortung.
• Fachliche Weiterbildung: Du absolvierst ein praxisnahes, strukturiertes Praktikums-Programm mit dem Ziel, sich für das Trainee-Programm zu qualifizieren.
• Marktanalyse und Strategieentwicklung: Du erhältst Einblicke in die Analyse aktueller Markt- und Branchentrends und wirkst bei der Entwicklung strategischer Ansätze zur Kundenansprache mit.
• Projektarbeit: Du beteiligst Dich an internen Projekten in den Bereichen Marketing, Digitalisierung und Unternehmensentwicklung.
• Netzwerkaufbau: Du knüpfst wertvolle Kontakte zu Kooperationspartnern, Hochschulen und bestehenden Mandanten – mit dem Ziel, ein eigenes Kundenportfolio aufzubauen.
• Persönlichkeitsentwicklung: Du wirst individuell durch Mentor:innen begleitet und durchläufst regelmäßige Trainings zur Weiterentwicklung deiner kommunikativen und unternehmerischen Fähigkeiten.

Praktikum – Financial Consulting

German

• 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.

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

• Personalized financial planning: You will learn to develop tailored financial and retirement planning solutions for academics and discerning private clients — from analysis through to implementation.
• Advisory and sales meetings: You will accompany experienced advisors to client appointments, actively contribute to discussions, and gradually take on responsibility yourself.
• Professional development: You will complete a practice-oriented, structured internship program designed to qualify you for the trainee program.
• Market analysis and strategy development: You will gain insight into analyzing current market and industry trends and contribute to developing strategic approaches for client outreach.
• Project work: You will participate in internal projects in the areas of marketing, digitalization and business development.
• Network building: You will establish valuable contacts with cooperation partners, universities and existing clients — with the aim of building your own client portfolio.
• Personal development: You will receive individual mentorship and take part in regular trainings to develop your communication and entrepreneurial skills.

Internship in Financial Consulting

• 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.

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

Account Executive

• Telefonische Betreuung von Interessenten auf Basis eines Gesprächsleitfadens
• Durchführung strukturierter Erstgespräche zur Bedarfsermittlung
• Pflege und Dokumentation der Kontakte im CRM-System
• Organisation und Vorarbeit für Beratungstermine im Finanzbereich
• Unterstützung bei Veranstaltungen, Seminaren und Team-Events

Vertriebsmitarbeiter/in – Vollzeit, German Speaking

• Customer onboarding: You guide new clients from the initial contact through to individualized financial planning — clearly, understandably and in a structured manner.
• Financial advice & support: You conduct advisory meetings, analyse protection and retirement needs, and develop tailored solutions.
• Documentation & processes: You work according to established standards, keep procedures well documented and ensure smooth execution.
• Communication & follow-up: You are the central point of contact, respond to inquiries reliably and maintain stable client relationships.
• Team & structure: You bring order to processes, support your team and contribute to the continuous optimisation of our workflows.

Customer Advisor – Full-time, German

• Appointment setting: You schedule client appointments (phone, network, leads) and build a clean pipeline.
• Process learning: You learn conversation guides, needs assessment, follow-up procedures and documentation standards.
• Performance optimization: You work with KPIs, receive feedback and systematically improve your results.
• Analysis & preparation: You support the analysis of client situations and prepare consulting materials in a structured way.
• Client contact: You participate in conversations (depending on stage), handle follow-ups and ensure clear next steps.
• Documentation & organization: You keep processes tidy, document consistently and ensure reliability.
• Teamwork: You work closely with a high-performing team and take ownership of your assigned tasks.

Working Student – Finance & Consulting, entrepreneurial, performance-based

• Customer onboarding: You guide new clients from the initial contact through to personalized financial planning — clear, comprehensible, and structured.
• Financial advice & support: You conduct advisory meetings, assess protection and retirement planning needs, and develop tailored solutions.
• Documentation & processes: You work according to defined standards, keep procedures well documented, and ensure smooth execution.
• Communication & follow-up: You act as the central point of contact, respond to inquiries reliably, and maintain stable client relationships.
• Team & structure: You bring order to processes, support your team, and contribute to the continuous improvement of our workflows.

Customer Advisor – Full-time, German-speaking

• Entry into financial advising: Learn how to conduct professional client meetings, identify needs and offer tailored solutions.
• Sales & client support: Assist with the acquisition and advising of new clients and progressively build your own client portfolio.
• Financial planning & analysis: Prepare analyses and concepts in the areas of protection, retirement provision, investments and wealth accumulation.
• Practical, hands-on training: Work closely with experienced advisors and learn all core processes in sales.
• Teamwork & mentoring: Receive personal guidance from Kevin Kehr — with clear structure, regular feedback and individual support.

Trainee, Financial Sales – Structured Career Path, Responsibility and Opportunity

• Terminaufbau: Du lernst, Kundentermine zu vereinbaren (Telefon, Netzwerk, Leads) und baust kontinuierlich deine Pipeline auf.
• Prozess & Standards: Du lernst Beratungsprozesse, Gesprächsführung, Bedarfsermittlung und Dokumentation.
• Feedback & Entwicklung: Du bekommst Coaching, arbeitest KPI-basiert und entwickelst dich schnell in Richtung eigener Verantwortung.
• Analyse & Beratung: Du analysierst Kundensituationen und entwickelst (mit Unterstützung) passende Finanz- und Vorsorgekonzepte.
• Kundenbeziehung: Du lernst, Beziehungen langfristig aufzubauen und als Ansprechpartner verlässlich zu agieren.
• Optimierung: Du überprüfst Lösungen regelmäßig und passt sie an Lebenssituationen und Marktbedingungen an.
• Teamarbeit: Du arbeitest eng mit erfahrenen Beratern und Spezialisten zusammen, um Top-Lösungen zu liefern.

Duales Studium – Finance, Beratung & Unternehmertum

• Appointment generation: Learn to schedule client meetings (phone, networking, leads) and continuously build your pipeline.
• Processes & standards: Learn advisory processes, conversation techniques, needs assessment, and documentation.
• Feedback & development: Receive coaching, work based on KPIs, and quickly develop toward taking on your own responsibilities.
• Analysis & advisory: Analyze client situations and, with support, develop appropriate financial and retirement/coverage concepts.
• Client relationships: Learn to build long-term relationships and act as a reliable point of contact.
• Optimization: Regularly review solutions and adapt them to life changes and market conditions.
• Teamwork: Work closely with experienced advisers and specialists to deliver top solutions.

Dual Study – Finance, Consulting & Entrepreneurship

• Appointment setting: You schedule client appointments (phone, network, leads) and build a clean pipeline.
• Process learning: You learn call scripts, needs assessment, follow-up procedures, and documentation standards.
• Performance optimization: You work with KPIs, receive feedback, and systematically improve your results.
• Analysis & preparation: You support the analysis of client situations and prepare consulting materials in a structured way.
• Client contact: You accompany conversations (depending on the stage), handle follow-ups, and ensure clear next steps.
• Documentation & organization: You keep processes clean, document consistently, and ensure reliability.
• Teamwork: You work closely with a high-performing team and take responsibility for your own task areas.

Vertriebsmitarbeiter, Vollzeit, Deutsch

• Preparation for client meetings (e.g., research on financial products, creation of presentations)
• Analysis of clients’ financial situations and development of suitable financial strategies
• Support in preparing tailored financial and retirement plans
• Support with client acquisition (e.g., scheduling appointments, initial contacts)
• Maintenance of client data and CRM systems
• Follow-up after advisory meetings
• Competitor and market analyses to identify new advisory opportunities
• Back-office support (e.g., document management, contract preparation)
• Coordination of events & workshops for clients and prospects
• Support for social media campaigns (e.g., content creation, community management)
• Design of marketing materials and presentations
• Support in organizing online and offline events

Working Student – Sales Assistant, Financial Consulting

• Terminaufbau: Du vereinbarst Kundentermine (Telefon, Netzwerk, Leads) und baust eine saubere Pipeline auf.
• Prozesslernen: Du lernst Gesprächsleitfäden, Bedarfsermittlung, Nachbereitung und Dokumentationsstandards.
• Performance-Optimierung: Du arbeitest mit KPIs, bekommst Feedback und verbesserst systematisch deine Ergebnisse.
• Analyse & Vorbereitung: Du unterstützt bei der Analyse von Kundensituationen und bereitest Beratungsunterlagen strukturiert vor.
• Kundenkontakt: Du begleitest Gespräche (je nach Stand), übernimmst Follow-ups und sorgst für klare nächste Schritte.
• Dokumentation & Organisation: Du hältst Prozesse sauber, dokumentierst konsequent und stellst Verlässlichkeit sicher.
• Teamarbeit: Du arbeitest eng mit einem leistungsstarken Team und übernimmst Verantwortung für deine Aufgabenpakete.

Praktikum – Financial Consulting

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

Internship in Financial Consulting

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

Vertriebsmitarbeiter/in – Vollzeit, German Speaking

Customer Advisor – Full-time, German

Working Student – Finance & Consulting, entrepreneurial, performance-based

Customer Advisor – Full-time, German-speaking

Trainee, Financial Sales – Structured Career Path, Responsibility and Opportunity

Duales Studium – Finance, Beratung & Unternehmertum

Dual Study – Finance, Consulting & Entrepreneurship

Working Student – Finance & Consulting, entrepreneurial, performance-based

Vertriebsmitarbeiter, Vollzeit, Deutsch

Working Student – Sales Assistant, Financial Consulting

Werkstudent – Finance & Beratung, unternehmerisch, leistungsbasiert