Trainee Vorsorgeberatung (Junior) · Flexible Arbeitszeiten

Advise private and business clients on provident, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and provident funds without classical insurance products. Analyze client needs to create financial concepts and offers, then conduct online and in-person appointments with CRM follow-up and maintenance. Manage existing portfolios to generate recommendations and secure client follow-ups. The role offers a full VBV training program covering costs, flexible hours, and a clear career path from junior to team lead.