Financial Adviser, Insurance and Wealth

Wüstenrot Bausparkasse AG is seeking a financial adviser for insurance and wealth in Leer. As a self-employed commercial agent under Section 84 of the German Commercial Code, you support field sales staff who conclude contracts and new and existing clients in your region on financial protection, risk cover and building wealth.

• As a self-employed commercial agent under Section 84 of the German Commercial Code, advise and support field sales staff who conclude contracts and new and existing clients in your region according to their needs in financial protection, risk cover and building wealth.
• Arrange contracts based on clients' needs, focusing on life insurance, health insurance, general insurance and investments.
• Develop advice plans based on clients' goals and wishes, and use these to prepare specific offers.
• Actively expand your client network and maintain your client relationships.
• Support field sales staff who conclude contracts when new products are introduced.
• Raise your profile through sales promotion activities.
• Provide training for the field sales partners you support.

• You enjoy a sales role that allows you to work independently and organise your own time.
• You have sound specialist knowledge of life, property and health insurance, as well as investments.
• Our clients benefit from your professional advice focused on finding solutions.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have trained as an insurance clerk, bank clerk or business administrator, or hold a comparable qualification. Ideally, you have at least two years of professional experience in insurance or financial services.