Werkstudent (m/f/d) - Finanzberatung (Terminaufbau)

Are you a student seeking more than just a "side job"? This role offers responsibility, clear goals, and an environment where performance counts. It's your entry into financial advisory, featuring structured onboarding, coaching, and a clear path to a trainee program. This role is entrepreneurial, encouraging active contribution, responsibility, and continuous personal and professional development, with performance and initiative being key.

Your Responsibilities

Initial Phase (First Weeks):

• Appointment Setting: Schedule client appointments (phone, network, leads) and build a clean pipeline.
• Process Learning: Learn conversation guides, needs assessment, follow-up procedures, and documentation standards.
• Performance Optimization: Work with KPIs, receive feedback, and systematically improve your results.

Further Development:

• Analysis & Preparation: Support the analysis of client situations and prepare advisory documents.
• Client Contact: Accompany client discussions, handle follow-ups, and ensure clear next steps.
• Documentation & Organization: Maintain clean processes, document consistently, and ensure reliability.
• Teamwork: Work closely with a high-performing team and take ownership of your tasks.

What We Offer

• Structured Entry: Training plan, guides, clear standards.
• Mentoring & Coaching: Regular feedback, clear goals.
• Performance-Oriented Compensation: Rewarded for output.
• Scalable Perspective: Option for transfer into the trainee program.
• Remote Possible: Autonomous work, not time-bound.
• Performance Culture Team: Clear communication, clear results.

Not for You If...

• You're looking for a typical "few hours on the side" student job.
• You want to avoid phone calls or appointment setting.
• Your German skills are below C1.
• You prioritize security over development.

Must-Haves

• Currently enrolled student (University/FH).
• German language proficiency at least C1 (spoken and written).
• Strong communication, reliability, and dependability.
• Initiative and a structured approach to work.
• Enthusiasm for performance and measurable results.

Nice-to-Have

• Previous experience in sales, service, consulting, or performance-oriented cultures.