Working Student Sales / Financial Advisory (m/f/d) – Practice Instead of Theory

Are you studying and want more than just a 'part-time job'? Do you want responsibility, clear goals, and an environment where performance counts? Then this working student role is your entry into financial advisory, with structured onboarding, coaching, and a clear path to a trainee program.

This role is characterized by an entrepreneurial spirit and offers you the opportunity to actively contribute, take on responsibility, and develop professionally and personally. Performance and initiative play a central role, while you are supported by structured onboarding, coaching, and an experienced team.

Very good German language skills (C1+) are required, as the training, team communication, and the perspective towards the Chamber of Industry and Commerce (IHK) are conducted entirely in German.

Your Area of Responsibility

Start Phase (First Weeks):

• Appointment Setting: You schedule customer appointments (phone, network, leads) and build a clean pipeline.

• Process Learning: You learn conversation guides, needs assessment, follow-up, and documentation standards.

• Performance Optimization: You work with KPIs, receive feedback, and systematically improve your results.

Further Development:

• Analysis & Preparation: You support the analysis of customer situations and prepare advisory documents in a structured manner.

• Customer Contact: You accompany conversations (depending on your progress), handle follow-ups, and ensure clear next steps.

• Documentation & Organization: You keep processes clean, document consistently, and ensure reliability.

• Teamwork: You work closely with a high-performing team and take responsibility for your task packages.

What We Offer You

• Structured Introduction: Training plan, guides, clear standards

• Mentoring & Coaching: regular feedback, clear goals

• Performance-Based Compensation (Success Logic – you are rewarded for output)

• Scalable Perspective: Option for transfer to the trainee program

• Remote possible – self-directed rather than 'by the clock'

• Team with Performance Culture: clear communication, clear results

Must-Haves

• High school diploma (Abitur) or completed commercial apprenticeship

• Empathy and enjoyment in advising customers

• Initiative and goal orientation

• German language skills

Nice-to-Haves

• and/or completed university degree

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