Sales Trainee

Company Description TauRes Gesellschaft für Investmentberatung mbH is a financial consulting company focused on sustainable wealth creation and long-term financial security. The team of financial experts supports clients with personalized advice and tailored solutions in wealth building, retirement planning, and asset protection. TauRes emphasizes transparency, trust, and close collaboration, meeting clients where they are in their financial and personal life situation. With core services including investment funds, private pension and health insurance, disability insurance, business insurance, and real estate financing, TauRes aims to strengthen financial literacy and empower individuals to shape their financial future.

Role Description The Sales Trainee role at TauRes in Berlin is a full-time, on-site position designed to introduce aspiring professionals to financial consulting and sales in the investment and insurance sectors. Day-to-day tasks include supporting senior consultants in client acquisition, preparing meeting materials, and assisting with follow-up communications. The Sales Trainee will learn to conduct needs analyses, present service offerings, and participate in client meetings under guidance. The role also involves ongoing training in financial products, sales techniques, and regulatory requirements, with a clear development path toward independent client advisory responsibilities.

Qualifications

• Strong Communication and Customer Service skills to interact with clients in a clear, respectful, and solution-oriented manner.
• Foundational Sales skills and an interest in Sales Management to support client acquisition and long-term relationship building.
• Ability and willingness to engage in continuous Training to develop expertise in financial products and advisory methods.
• Motivation to work in the financial services industry, ideally with initial experience or education in business, finance, or a related field.
• High level of integrity, reliability, and willingness to take responsibility for client-focused work.
• Strong analytical and organizational skills, with attention to detail in documentation and follow-up.
• Comfort working on-site in Berlin and collaborating closely with a team of financial advisors.
• Proficiency in German; additional language skills and digital literacy (e.g., CRM tools, office software) are beneficial.