Trainee Vertrieb & Finanzberatung (m/w/d) – Dein Karrierestart mit klarem Plan
Core
Trainee role in sales and financial advisory, building a client base and advising on insurance, investment, and financing.
Role type
Trainee financial advisor (sales)
Builds
Insurance policies, investment products, financing solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
sales, client advisory, financial planning, relationship building
Preferred skills
mentorship, leadership, IHK certification
Technologies
none stated
Responsibilities
conduct client consultations, build a personal client portfolio, learn sales and advisory techniques, attend post-meeting reviews, potentially lead a team
Seniority
Trainee, entry-level