HORBACH

Sales

• High-quality, customer-focused financial advice
• Advising sophisticated clients
• Preparing individualized financial plans
• Risk management
• Contributing to and sharing responsibility within a financial services company

Financial Planning and Analysis

• Accompany our sales representatives in their day-to-day work
• Become involved in the complete financial sales process in the areas of wealth building, investments, real estate, and insurance
• Support the preparation of financial plans for our clients
• Take responsibility for your own projects related to acquiring new clients and establishing partnerships

Financial Consultant Internship, m/f/d

• Develop tailored financial planning and retirement solutions for academics and discerning private clients—from analysis through implementation
• Accompany experienced advisors in client meetings and gradually assume responsibility for your own consulting and sales discussions
• Participate in a practical, structured internship program designed to qualify you for the trainee program
• Analyze current market and industry trends and contribute to strategic approaches for client outreach
• Support internal projects in marketing, digitalization, and business development
• Build relationships with cooperation partners, universities, and existing clients to develop your own client portfolio
• Receive individual guidance from mentors and participate in regular training to develop your communication and entrepreneurial skills

Internship – Financial Consulting, Sales

Customer Advisor

• Guide new customers from initial contact through to personalized financial planning
• Conduct customer consultations
• Analyze customers’ insurance and retirement planning needs
• Develop tailored solutions
• Work according to established standards and maintain reliable documentation
• Ensure smooth and efficient processing
• Respond to customer inquiries as the primary point of contact
• Follow up on requests and build lasting customer relationships
• Support the team and optimize processes

Customer Advisor – Full-Time, German-Speaking

• Conduct professional client conversations, identify client needs, and offer tailored solutions
• Support the acquisition and advising of new clients
• Gradually build and manage your own client portfolio
• Prepare analyses and concepts in the areas of protection, retirement planning, investment, and wealth building
• Work closely with experienced advisors and learn the core processes of financial services sales
• Receive structured guidance, regular feedback, and individual development support from Kevin Kehr

Trainee in Financial Services Sales – A Structured Career with Responsibility and Long-Term Prospects

• Schedule client appointments by phone, through networking, and via leads
• Build and maintain a clean sales pipeline
• Learn and apply call scripts, needs assessment, follow-up, and documentation standards
• Work with KPIs and systematically optimize performance through feedback
• Support the analysis of client situations
• Prepare advisory materials in a structured manner
• Participate in client meetings depending on your level of training
• Conduct follow-ups and ensure clear next steps
• Consistently document and organize processes
• Work closely with a high-performing team and take ownership of assigned task packages

Working Student – Finance & Advisory, Performance-Based

• Schedule client meetings by phone, through networking, and via leads, while continuously building a pipeline
• Learn and apply consulting processes, conversation techniques, needs analysis, and documentation
• Receive coaching, work based on KPIs, and develop toward greater individual responsibility
• Analyze client situations and develop suitable financial and retirement planning strategies with support
• Build long-term client relationships and serve as a reliable point of contact
• Regularly review solutions and adapt them to clients’ life circumstances and market conditions
• Work closely with experienced consultants and specialists to deliver suitable solutions

Dual Study Program – Finance, Consulting & Entrepreneurship

• Provide telephone support to prospective clients using a conversation guide
• Conduct structured initial calls to identify client needs
• Maintain and document contacts in the CRM system
• Organize and prepare advisory appointments in the financial services sector
• Support events, seminars, and team activities
• Manage warm leads
• Assist financial advisors with appointment preparation

Sales Representative – Full-Time, German-Speaking

• Schedule client appointments by phone, through networking, and via leads, while building a well-organized pipeline
• Learn and apply conversation scripts, needs assessments, follow-up procedures, and documentation standards
• Work with KPIs, receive feedback, and systematically improve results
• Analyze client situations and prepare consulting materials in a structured manner
• Participate in client conversations depending on your level of training
• Manage follow-ups and ensure clear next steps
• Maintain well-organized processes and document activities consistently
• Ensure reliable organizational support
• Work closely with a high-performing team
• Take responsibility for your own task areas

Working Student – Finance & Consulting, Performance-Based

• Guide new customers from initial contact through personalized financial planning
• Conduct customer consultations
• Analyze customers’ insurance and retirement planning needs
• Develop tailored solutions
• Work according to established standards and maintain accurate documentation
• Ensure smooth and efficient processing
• Respond to customer inquiries and follow up as needed
• Build and maintain strong, long-term customer relationships
• Support the team and continuously optimize processes

• Provide telephone support to prospective clients using a conversation guide
• Conduct structured initial calls to assess client needs
• Maintain and document contacts in the CRM system
• Organize and prepare consultation appointments in the financial services sector
• Support events, seminars, and team events
• Manage warm leads
• Support financial advisors with appointment preparation

Sales Representative, Full-Time – German-Speaking

• Conduct professional client meetings, identify needs, and offer tailored solutions
• Support the acquisition and consultation of new clients
• Gradually build your own client portfolio
• Prepare analyses and concepts in the areas of protection, retirement planning, investments, and wealth accumulation
• Work closely with experienced advisers and learn the core processes of financial services sales
• Receive personal mentoring, feedback, and individual development support

Financial Services Sales Trainee – A Structured Career with Responsibility and Prospects

• Schedule client meetings by phone, through networking, and via leads while continuously building a pipeline
• Learn and apply consulting processes, conversation techniques, needs analysis, and documentation practices
• Participate in coaching, regular reviews, and KPI-based development
• Analyze client situations and, with support, develop suitable financial and retirement planning solutions
• Build long-term client relationships and serve as a reliable point of contact
• Regularly review solutions and adapt them to clients’ life circumstances and market conditions
• Work closely with experienced advisors and specialists
• Gradually assume increasing responsibility over the course of the program