Karriere im Finanzvertrieb (m/w/d) – Einstieg mit klarer Perspektive & ohne Kaltakquise (German Speaking)

Location

Germany

Posted

62 days ago

Salary

€2.4K - €3.4K / month

Seniority

Mid Level

Job Description

Karriere im Finanzvertrieb (m/w/d) – Einstieg mit klarer Perspektive & ohne Kaltakquise (German Speaking)

Manuel Pleger

Du suchst einen Berufseinstieg, der Vertrieb, Beratung und persönliche Entwicklung verbindet? Dann ist dieses Traineeprogramm genau das Richtige für dich. Wir suchen ambitionierte Persönlichkeiten (m/w/d), die sich im Finanzvertrieb eine langfristige Karriere aufbauen wollen – mit klarem System, praxisnaher Ausbildung und individuellen Entwicklungsmöglichkeiten. Als Trainee wirst du von Beginn an begleitet, gecoacht und gefördert – mit dem Ziel, dich zu einer lizenzierten Finanzberaterin bzw. einem lizenzierten Finanzberater zu entwickeln. Dein Aufgabenbereich - Einstieg in die Finanzberatung: Du lernst, wie du Kundengespräche professionell führst, Bedarfe erkennst und maßgeschneiderte Lösungen anbietest. - Vertrieb & Kundenbetreuung: Du unterstützt bei der Akquise und Beratung von Neukunden und baust schrittweise deinen eigenen Kundenstamm auf. - Finanzplanung & Analyse: Du erstellst Analysen und Konzepte in den Bereichen Absicherung, Vorsorge, Investment und Vermögensaufbau. - Praxisnahe Ausbildung: Du arbeitest eng mit erfahrenen Beratern zusammen und lernst alle Kernprozesse im Vertrieb kennen. - Teamarbeit & Mentoring: Du wirst persönlich durch Manuel Pleger begleitet – mit klarer Struktur, Feedback und individueller Förderung. Wir bieten - Lizenzierte Ausbildung: Vorbereitung auf zwei IHK-Abschlüsse gemäß § 34d GewO (Versicherung) und § 34f GewO (Finanzanlagen) - Strukturiertes Traineeprogramm: Klare Lernziele, feste Module, begleitende Schulungen und praxisnahe Umsetzung. - Persönliches Mentoring: Direkte Begleitung durch deinen Mentor Manuel Pleger – von der ersten Beratung bis zum eigenen Kundenstamm. - Attraktive, leistungsorientierte Vergütung: ab 2.400 € – 3.400 € pro Monat, nach oben offen - Karriere mit Perspektive: Nach erfolgreichem Abschluss – Einstieg als Finanzberater oder Entwicklung in Richtung Führungskraft. - Flexibilität & Eigenverantwortung: Moderne, ortsunabhängige Arbeitsweise mit klarem Fokus auf Ergebnisse. - Du arbeitest diszipliniert, organisiert und lernbereit. - Du hast Freude am Umgang mit Menschen und bist kommunikativ stark. - Du bringst Verantwortungsbewusstsein und Eigenmotivation mit. - Du hast Abitur oder eine abgeschlossene Ausbildung – idealerweise mit wirtschaftlichem Interesse. - Erste Erfahrung im Vertrieb, Coaching oder Kundenkontakt ist von Vorteil, aber kein Muss.

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