Trainee im Finanzvertrieb

About the role

This trainee program offers a career entry point combining sales, consulting, and personal development. Trainees are coached and supported to become licensed financial advisors through a structured, practical training system. The role focuses on building a client base and providing professional financial planning and analysis.

Responsibilities

• Conduct professional client consultations and identify financial needs
• Support the acquisition and consulting of new clients
• Build and manage a personal client base
• Create financial analyses and concepts in insurance, investment, and wealth accumulation
• Collaborate with experienced consultants to learn core sales processes
• Participate in structured mentoring and feedback sessions

Required skills

• Finance
• Sales
• Financial consulting
• German language

Qualifications

• Abitur
• Completed commercial vocational training
• Equivalent or higher qualification

Certifications

• IHK § 34d GewO
• IHK § 34f GewO

Benefits

• Licensed training
• Structured trainee program
• Personal mentoring
• Performance-based compensation
• Career development opportunities