Financial Advisor Insurance/Wealth

Self-employed work as a commercial agent (m/f/d) under § 84 HGB in sales for Wüstenrot Bausparkasse AG. You advise and support the closing field staff as well as new and existing customers in your region in the provision building blocks of protection, risk cover and wealth building.

• As a self-employed commercial agent (m/f/d) under § 84 HGB, you advise and support the closing field staff as well as new and existing customers within your region according to their needs in the provision building blocks of protection, risk cover and wealth building.
• You arrange contracts based on needs, focusing 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 relationships with customers.
• You support the closing field staff in launching new products in sales.
• You raise your personal profile with sales-promoting activities.
• You train the field service partners you look after.

• You enjoy work within our sales organisation that you can organise independently and freely in terms of time.
• 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 organised.
• 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.