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

HORBACH

. Enter the field of financial advising: conduct professional client meetings, identify clients’ needs, and offer tailored solutions .

Posted 11/4/2026full-timeHamburg • GermanyEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and analysis, including protection, retirement planning, investments, and wealth building. Strong communication skills and a structured approach to client engagement are essential for success in building a client portfolio.

Highest-signal resume keywords

Financial PlanningClient Portfolio DevelopmentExcellent German SkillsStrong Communication SkillsReliability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRetirement PlanningInvestment StrategiesWealth Building

Soft Skills

Strong CommunicationInitiativeStructured Approach

Industry Keywords

Financial AdvisingClient MeetingsSales ProcessesTeamworkMentoring

About the role

Key responsibilities & impact

Enter the field of financial advising: conduct professional client meetings, identify clients’ needs, and offer tailored solutions
Sales and client support: assist with acquiring and advising new clients and gradually build your own client portfolio
Financial planning and analysis: prepare analyses and concepts in the areas of protection, retirement planning, investments, and wealth building
Practical training: work closely with experienced advisors and learn key sales processes
Teamwork and mentoring: receive personal support, clear structure, feedback, and individualized development
Progress toward becoming a licensed financial advisor

Requirements

What you’ll need

University entrance qualification, completed commercial training, or an equivalent or higher-level qualification
Excellent German 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

Licensed training: preparation for two IHK examinations under Section 34d of the German Trade and Commerce Regulation Act (GewO) for insurance and Section 34f GewO for financial investments
Structured trainee program with clear learning objectives, fixed modules, accompanying training sessions, and practical application
Personal mentoring by Kevin Kehr
High earning potential: performance-based compensation with no income cap
Career prospects as a financial advisor or the opportunity to advance into a leadership role
Flexibility and autonomy through a modern, location-independent working model