Working Student – Finance, Advisory

🔥 35 minutes ago

🇩🇪 Germany – Remote

⏱ Part Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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🗣️🇩🇪 German Required

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Logo of HORBACH

HORBACH

501 - 1000 employees

Founded 1983

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

HORBACH is a German financial advisory firm founded in 1983 that provides personalized financial planning, insurance and investment solutions for private and corporate clients. The company offers services including retirement planning, mortgage financing, income protection, wealth accumulation and asset protection, and sells insurance products such as health, life, liability, home contents and legal expenses coverage. HORBACH operates nationwide with dozens of regional centers, specializes in advising professionals (physicians, teachers, civil servants), and also provides corporate consulting services like company pension management and corporate financing.

📋 Description

• Schedule client appointments by phone, through networking, and via leads, while building a well-organized pipeline • Learn call scripts, needs assessment, follow-up procedures, and documentation standards • Work with KPIs, receive feedback, and systematically improve results • Analyze client situations and prepare advisory materials in a structured manner • Participate in client conversations according to your level of knowledge • Handle follow-ups and ensure clear next steps • Maintain accurate processes and document activities consistently • Work closely with the team and take ownership of defined areas of responsibility

🎯 Requirements

• Currently enrolled at a university or university of applied sciences • German proficiency at least at C1 level, both spoken and written • Strong communication skills, dependability, and reliability • Initiative and a structured approach to work • Motivation to perform and achieve measurable results • Initial experience in sales, customer service, consulting, or a sports/performance-oriented environment is desirable • Willingness to make phone calls and build appointments • Willingness to work with KPIs, call scripts, needs assessment, follow-up procedures, and documentation standards

🏖️ Benefits

• Structured onboarding: training plan, scripts, and clear standards • Mentoring and coaching with regular feedback and clear goals • Performance-based compensation—you are rewarded for your output • Opportunity to transition into the trainee program • Remote work possible—work independently rather than by the clock • Performance-oriented team culture with clear communication and clear results

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