Financial Advisor Insurance/Wealth

In sales at Wüstenrot Bausparkasse AG, teams of independent commercial agents (m/f/d) work together to fulfil customers' housing wishes. As an independent commercial agent under § 84 HGB, you advise and support customers in your region in the provision building blocks of protection, risk cover and wealth building. Reference number: 12663.

• As an independent 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 cover and wealth building.
• You arrange contracts based on customer needs, with a focus on life and health insurance, composite 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 to sales.
• You raise your personal profile with sales-promoting activities.
• You train the field sales partners you support.

• You enjoy working in our sales organization in a way that you can shape independently and with free scheduling.
• 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 professional experience in the insurance or financial services industry.