Trainee im Finanzvertrieb

About the role

This trainee program offers a structured entry into financial sales, combining professional consulting with personal development. Trainees receive coaching and practical training to become licensed financial advisors. The role focuses on building a client base, conducting financial analysis, and providing tailored solutions in insurance and investment.

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 for insurance, retirement, and investment
• Collaborate with experienced consultants to learn core sales processes
• Participate in structured mentoring and feedback sessions

Required skills

• Financial sales
• Client consulting
• Financial analysis
• German language

Qualifications

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

Certifications

• IHK § 34d GewO
• IHK § 34f GewO

Benefits

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

About the Company

Kevin Kehr provides a structured environment for individuals to build a long-term career in financial sales through practical training and individual development.