Financial Adviser, Insurance and Wealth

Wüstenrot Bausparkasse AG is seeking a financial adviser for insurance and wealth in Titisee-Neustadt. As a self-employed commercial agent under section 84 of the German Commercial Code, you will advise and support field sales partners and new and existing customers in your region, arranging insurance and investment contracts.

• As a self-employed commercial agent under section 84 of the German Commercial Code, advise and support field sales staff who close contracts and new and existing customers in your region, matching their needs for financial security, risk protection and wealth building.
• Arrange contracts based on customer needs, focusing on life insurance, health insurance, general insurance and investments.
• Develop advice plans based on customers' goals and wishes, and turn them into specific offers.
• Actively expand your customer network and maintain customer relationships.
• Support field sales staff who close contracts when introducing new products for sale.
• Raise your personal profile through sales promotion activities.
• Provide training for the field sales partners you support.

• You enjoy a sales role that lets you work independently and manage your own time.
• You have sound knowledge of life, property and health insurance, as well as investment products.
• You provide professional advice focused on finding solutions for customers.
• You work flexibly and independently, prioritise tasks and have strong organisational skills.
• You have completed training in insurance, banking or business administration, or hold a comparable qualification. Ideally, you have at least two years of experience in insurance or financial services.