Financial Advisor Insurance/ Assets
Original title: Finanzberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Insurance / Financial Services
Salary
Competitive salary
Listing data as of November 9, 2026
About this Apprenticeship
As a self-employed commercial agent (m/f/d) under § 84 HGB in sales for Wüstenrot Bausparkasse AG in Stendal, you advise and support customers in the provision building blocks of protection, risk cover and asset building. Teams of independent commercial agents work together to fulfil customers' housing wishes. Reference number: 29805.
What You'll Learn
- As a self-employed commercial agent (m/f/d) under § 84 HGB, advise and support the closing field service as well as new and existing customers in your region in the provision building blocks of protection, risk cover and asset building
- Brokering needs-based contracts focusing on life and health insurance, composite insurance and investment
- Developing advisory concepts based on the customer's identified goals and wishes and deriving concrete offers from them
- Actively expanding your customer network and maintaining customer relationships
- Supporting the closing field service in introducing new products in sales
- Increasing your personal profile with sales promotion activities
- Conducting training for the field service partners you support
Requirements
- Enjoyment of sales work that you can organize independently and with free scheduling
- Sound expertise in life, property and health insurance as well as in investment business
- Professional and solution-oriented advice
- Flexible, independent way of working, you set priorities and are well organized
- Training as an insurance clerk (m/f/d), bank clerk (m/f/d), business economist (m/f/d) or a comparable qualification. Ideally at least two years of experience in the insurance or financial services industry
What Wüstenrot & Württembergische AG offers
- Experienced for a century: with Wüstenrot you represent one of the best-known and most traditional financial services brands in Germany
- Your commitment and the multiple award-winning offering open up attractive earning opportunities
- Entrepreneurial freedom and support for your development through professional training and further education
- Perform where you feel comfortable - we support you and are your reliable partner
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