Financial Advisor Insurance/ Wealth
Original title: Finanzberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Financial services / Insurance
Salary
Competitive salary
Listing data as of November 4, 2026
About this Apprenticeship
Being able to rely on each other 100%. That is our culture and our understanding in the sales of Wüstenrot Bausparkasse AG. Whether in the exclusive organization or in cooperative sales - teams of independent commercial agents (m/f/d) work together to realize our customers' housing wishes. We give you freedom for your success. And because success connects, you can still feel the spirit of the founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921.
What You'll Learn
- As an independent commercial agent (m/f/d) according to § 84 HGB you advise and support the concluding field service as well as new and existing customers within your region according to needs in the precautionary modules protection, risk protection and wealth accumulation.
- You broker needs-oriented contracts with focus on life, health insurance, composite and investment.
- You develop consulting concepts based on the determined goals and wishes of the customers and derive concrete offers from them.
- You actively build up your customer network and maintain your relationships with the customers.
- You support the concluding field service in the introduction of new products in sales.
- You increase your personal awareness with sales-promoting actions.
- You conduct training for the field service partners you supervise.
Requirements
- You enjoy an activity within our sales that you can organize independently and time-flexibly.
- You have sound technical knowledge in the areas of life, property and health insurance as well as investment business.
- Our customers benefit from your professional and solution-oriented advice.
- You have a flexible, independent working style, set priorities in your tasks and are organizationally strong.
- You have completed training as an insurance clerk (m/f/d), bank clerk (m/f/d), business economist (m/f/d) or a comparable degree. Ideally you have at least two years of professional 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 service brands in Germany.
- Your commitment and our multiple award-winning offer open up attractive earning opportunities for you.
- We offer entrepreneurial freedom and promote your further development through professional training and continuing education offers.
- Deliver performance where you feel comfortable - we support you and are your reliable partner.
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