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

HORBACH

. Conduct professional client meetings, identify needs, and offer tailored solutions .

Posted 9/18/2026full-timeHamburg • GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, financial services sales, and tailored financial solutions, with a strong emphasis on communication and structured work approaches.

Highest-signal resume keywords

Client Portfolio DevelopmentFinancial Services SalesGerman Language Proficiency (C1)Communication SkillsReliability and Initiative

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Communication SkillsEnjoyment of Working with PeopleReliabilityInitiativeStructured Approach to Work

Certifications & Qualifications

High School DiplomaCompleted Commercial Training

Industry Keywords

Client MeetingsRetirement PlanningWealth AccumulationInvestmentsProtection

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma, completed commercial training, or an equivalent or higher-level qualification
Excellent German-language skills (at least C1 level or native proficiency)
Residence in Germany
Strong communication skills and enjoyment of working with people
Reliability, initiative, and a structured approach to work

Benefits

Comp & perks

Preparation for two IHK qualifications under Section 34d of the German Trade Regulation Act (GewO) for insurance and Section 34f of the GewO for financial investments
Structured trainee program with clear learning objectives, fixed modules, supporting training, and hands-on implementation
Personal mentoring by Kevin Kehr
Performance-based compensation with unlimited earning potential
Career opportunities as a financial adviser or progression toward a leadership role
Modern, location-independent way of working focused on results