Trainee im Finanzvertrieb

About the role

This trainee program offers a structured entry into financial sales, combining consulting and professional development. Participants will be coached and mentored to become licensed financial advisors through a mix of practical training and client-facing responsibilities.

Responsibilities

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

Required skills

• Finance
• German language
• Communication
• Sales

Qualifications

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

Certifications

• IHK-Abschluss § 34d GewO
• IHK-Abschluss § 34f GewO

Benefits

• Structured trainee program
• Personal mentoring
• Performance-based compensation
• Professional development