Werkstudent (m/w/d) - Finance & Beratung (unternehmerisch, leistungsbasiert)

Full-time

Kevin Kehr

Du studierst und willst mehr als einen „Nebenjob“? Du willst Verantwortung, klare Ziele und ein Umfeld, in dem Leistung zählt? Dann ist diese Werkstudentenrolle dein Einstieg in die Finanzberatung, mit strukturiertem Onboarding, Coaching und einem klaren Weg in ein Trainee-Programm.

Diese Rolle ist unternehmerisch geprägt und bietet dir die Möglichkeit, dich aktiv einzubringen, Verantwortung zu übernehmen und dich fachlich wie persönlich weiterzuentwickeln. Leistung und Eigeninitiative spielen dabei eine zentrale Rolle, gleichzeitig wirst du durch strukturiertes Onboarding, Coaching und ein erfahrenes Team unterstützt.

Sehr gute Deutschkenntnisse (C1+) sind erforderlich, da die Ausbildung, die Kommunikation im Team sowie die Perspektive Richtung IHK vollständig auf Deutsch stattfinden.

Dein Aufgabenbereich

Startphase (erste Wochen):

Terminaufbau: Du vereinbarst Kundentermine (Telefon, Netzwerk, Leads) und baust eine saubere Pipeline auf.
Prozesslernen: Du lernst Gesprächsleitfäden, Bedarfsermittlung, Nachbereitung und Dokumentationsstandards.
Performance-Optimierung: Du arbeitest mit KPIs, bekommst Feedback und verbesserst systematisch deine Ergebnisse.

Im weiteren Verlauf:

Analyse & Vorbereitung: Du unterstützt bei der Analyse von Kundensituationen und bereitest Beratungsunterlagen strukturiert vor.

Kundenkontakt: Du begleitest Gespräche (je nach Stand), übernimmst Follow-ups und sorgst für klare nächste Schritte.
Dokumentation & Organisation: Du hältst Prozesse sauber, dokumentierst konsequent und stellst Verlässlichkeit sicher.
Teamarbeit: Du arbeitest eng mit einem leistungsstarken Team und übernimmst Verantwortung für deine Aufgabenpakete.

Das bieten wir dir

Strukturierter Einstieg : Trainingsplan, Leitfäden, klare Standards

Mentoring & Coaching : regelmäßiges Feedback, klare Ziele

Leistungsorientierte Vergütung (Erfolgslogik – du wirst für Output belohnt)

Skalierbare Perspektive : Option auf Übernahme ins Trainee-Programm

Remote möglich – eigenverantwortlich statt “nach Uhr”

Team mit Performance-Kultur : klare Kommunikation, klare Ergebnisse

Nichts für dich, wenn…

du einen typischen Werkstudentenjob mit “ein paar Stunden nebenbei” suchst
du Telefon/Terminaufbau vermeiden willst
dein Deutsch unter C1 liegt
du lieber Sicherheit als Entwicklung priorisierst

Muss

Immatrikuliert (Uni/FH)
Deutsch mindestens C1 (mündlich & schriftlich)
Kommunikationsstärke, Verbindlichkeit, Zuverlässigkeit
Eigeninitiative und strukturierte Arbeitsweise
Lust auf Leistung und messbare Ergebnisse

Wunsch

Erste Erfahrung in Vertrieb, Service, Beratung, Sport-/Leistungskultur

Apply

Vacancy posted 8 hours ago

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