Financial Services Sales Trainee

Posted 2 days ago

This is a fully remote position, open to applicants in Germany.

📋 Description

• Facilitate client meetings in a professional manner, assess their needs, and provide customized solutions.

• Assist in the acquisition and consultation processes for new clients.

• Gradually establish and oversee your own portfolio of clients.

• Develop analyses and strategies in the areas of protection, retirement planning, investments, and wealth accumulation.

• Collaborate closely with seasoned advisors to understand the essential processes of financial services sales.

• Benefit from guidance provided by Kevin Kehr through well-defined structures, constructive feedback, and personalized support.


⛳️ Requirements

• A high school diploma, completed vocational training, or an equivalent or higher qualification.

• Proficient in the German language (minimum C1 level or native proficiency).

• Must reside in Germany.

• Exceptional communication abilities and a passion for engaging with people.

• Dependability, initiative, and a methodical approach to work.


🏝️ Benefits

• Preparation for two Chamber of Industry and Commerce (IHK) qualifications under Section 34d of the German Trade and Commerce Regulation Act (GewO) for insurance, and Section 34f GewO for financial investments.

• A structured trainee program featuring clear learning objectives, defined modules, supplementary training, and practical application.

• Personalized mentorship from Kevin Kehr.

• Performance-based remuneration with unlimited earning potential.

• Opportunities for career advancement as a financial advisor or potential progression into leadership roles.

• A modern, flexible work environment that allows for remote work.

• Opportunities for individual professional development.

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