Sales/Finances Associate

Financial Consultant/Sales Associate - Flexible Part-time business opportunity at DVAG

About the Role

We are seeking a motivated and client-focused Financial Consultant / Advisor trainee to join our growing team.

This hybrid position offers a combination of office-based work and remote flexibility.

The internship provides hands‑on exposure to financial consulting, personal finance planning, investment solutions, insurance products, and client relationship management.

Working alongside experienced advisors, you will gain practical experience in understanding client needs, preparing tailored financial recommendations, and supporting advisory processes from initial contact through ongoing client service.

Key Responsibilities

• Assist in building and maintaining relationships with private clients and prospective customers.
• Support financial advisors in preparing for client consultations and participating in meetings.
• Conduct client needs assessments and help develop individualized financial solutions.
• Prepare proposals and comparisons for insurance, retirement planning, investment, and financing products.
• Maintain accurate client records and update information within internal systems and databases.
• Create presentations, marketing materials, and client communication documents.
• Follow up with clients regarding appointments, documentation, and service requests.
• Assist with planning and execution of sales initiatives, networking activities, and local events.
• Research financial products, market developments, and industry trends.
• Ensure proper documentation of advisory activities in accordance with internal procedures and regulatory requirements.
• Participate in ongoing training programs to strengthen financial knowledge and advisory skills.
• Ideal Candidate
• Strong interest in financial services, wealth building, insurance, and personal finance.
• Excellent communication skills and the ability to explain financial concepts in a clear and understandable manner.
• Analytical mindset with confidence working with numbers, comparisons, and financial data.
• Organized, dependable, and detail‑oriented in handling client information and documentation.
• Currently studying or recently graduated in Business Administration, Finance, Economics, or a related discipline; equivalent practical experience is also valued.
• Proficient in standard office applications, including spreadsheets, presentations, email, and CRM systems.
• Able to work independently while also contributing effectively within a team environment.
• Very good English language skills and working knowledge of German (A2); additional languages are considered an advantage.
• Demonstrates professionalism, integrity, and a strong commitment to acting in the client’s best interest.
• Willingness to learn and follow financial industry regulations, compliance standards, and professional advisory practices.

What We Offer

• Practical experience in financial consulting and client advisory services.
• Mentorship from experienced financial professionals.
• Flexible hybrid working arrangements.
• Professional development opportunities and industry‑related training.
• Performance‑based growth prospects within the organization.
• Opportunity to build valuable sales, communication, and entrepreneurial skills.

Interested?

If you're curious to learn more and explore whether this opportunity fits your goals, feel free to reach out or apply directly.

• You may send your CV directly to: Pranoy Sanyal (pranoy. sanyal@dvag. de)
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