Financial Advisor Insurance/Wealth

In sales at Wüstenrot Bausparkasse AG, teams of independent commercial agents (m/f/d) work together to fulfill customers' housing wishes. As a self-employed commercial agent under § 84 HGB, you advise customers on protection, risk coverage and wealth building.

• As a self-employed commercial agent (m/f/d) under § 84 HGB, you advise and support the closing field sales force as well as new and existing customers in your region according to their needs in the provision building blocks of protection, risk coverage and wealth building.
• You arrange contracts based on needs, focusing on life and health insurance, property insurance and investment.
• You develop advisory concepts based on the customer's identified goals and wishes and derive concrete offers from them.
• You actively expand your customer network and maintain your customer relationships.
• You support the closing field sales force in introducing new products in sales.
• You increase your personal profile with sales promotion activities.
• You train the field sales partners you support.

• You enjoy a sales activity that you can organize independently and with freedom over your time.
• You have sound expertise in life, property and health insurance as well as in the investment business.
• Our customers benefit from your professional and solution-oriented advice.
• You work flexibly and independently, set priorities in your tasks and are well organized.
• You have training as an insurance clerk (m/f/d), bank clerk (m/f/d), business economist (m/f/d) or a comparable qualification. Ideally, you have at least two years of experience in the insurance or financial services industry.