Appointment setting: You will learn to schedule client appointments (by phone, through networks and leads) and continuously build your pipeline.
Processes & standards: You will learn advisory processes, conversation management, needs assessment and documentation.
Feedback & development: You will receive coaching, work KPI-based and quickly develop toward taking on your own responsibilities.
Analysis & advising: You will analyze client situations and, with support, develop appropriate financial and retirement/insurance plans.
Client relationships: You will learn to build long-term relationships and act reliably as a point of contact.
Optimization: You will regularly review solutions and adapt them to life changes and market conditions.
Teamwork: You will work closely with experienced advisors and specialists to deliver top-tier solutions.

Commitment or interest in a dual study program (university/FH/IBA or similar)
German at least C1 (spoken & written)
Strong communication skills, willingness to learn, reliability
Structured, disciplined and able to take personal responsibility
Performance-oriented: you want to improve in measurable ways
Initial experience in sales/communication (e.g., hospitality, sports club, promotion, sales)

Practice-integrated development with a clear structure and training plan
Mentoring & coaching: dedicated contacts and regular reviews
Performance-based compensation / success-oriented pay – you are rewarded for results
Rapid skills development: sales and advisory skills that make you highly competitive in the market
Career path: potential progression from trainee/entrepreneur track to leadership and team-building roles
Remote work possible (depending on practical phases and coordination)

Dual Study Program – Finance, Consulting & Entrepreneurship

Key skills