Financial Adviser, Insurance and Wealth

Wüstenrot Bausparkasse AG is seeking a self employed financial adviser for insurance and wealth in Bonn. As a commercial agent under Section 84 of the German Commercial Code, you support field sales partners and new and existing customers in your region.

• As a self employed commercial agent under Section 84 of the German Commercial Code, you advise and support field sales staff who close contracts and new and existing customers in your region, meeting their needs for financial security, risk protection and wealth building.
• You arrange contracts based on customers' needs, focusing on life insurance, health insurance, general insurance and investments.
• You develop advice plans based on customers' goals and wishes and turn them into specific offers.
• You actively expand your customer network and maintain customer relationships.
• You support field sales staff in introducing new products.
• You raise your profile through sales promotions.
• You 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 specialist knowledge of life, property and health insurance, as well as investment services.
• Customers benefit from your professional advice focused on finding solutions.
• You work flexibly and independently, prioritise tasks and have strong organisational skills.
• You have completed training as an insurance clerk, bank clerk or business administrator, or hold a comparable qualification. Ideally, you have at least two years of experience in insurance or financial services.