Trainee im Finanzvertrieb

About the role

This trainee program offers a structured entry into financial sales, combining professional training with practical experience. Trainees are coached and mentored to develop into licensed financial advisors, focusing on client acquisition, financial planning, and investment analysis. The role provides a clear path for career advancement into advisory or leadership positions.

Responsibilities

• Conduct professional client consultations and identify financial needs
• Support the acquisition and advisory of new clients
• Build and manage a personal client base
• Create financial analyses and concepts for insurance, retirement, and investment
• Collaborate with experienced advisors to learn core sales processes

Required skills

• Financial sales
• Client consultation
• German language

Qualifications

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

Certifications

• IHK § 34d GewO
• IHK § 34f GewO

Benefits

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

About the Company

Kevin Kehr provides a structured trainee program in financial sales, focusing on individual development, professional coaching, and practical training for aspiring financial advisors.