Financial Advisor Insurance/Wealth

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 room 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.

• As an independent commercial agent (m/f/d) according to § 84 HGB, you advise and support the closing field service as well as new and existing customers in your region according to needs in the precautionary modules of protection, risk coverage and wealth accumulation
• You broker needs-oriented contracts with a focus on life, health, composite and investment insurance
• You develop advisory concepts based on the identified goals and wishes of the customer and derive concrete offers from them
• You actively build up your customer network and maintain your relationships with customers
• You support the closing field service in the introduction of new products in sales
• You increase your personal profile through sales-promoting campaigns
• You conduct training sessions for the field service partners you support

• You enjoy working in our sales department, which you can organize independently and flexibly in terms of time
• You have sound expertise 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 an apprenticeship as an insurance clerk (m/f/d), bank clerk (m/f/d), business administrator (m/f/d) or a comparable qualification. Ideally you have at least two years of professional experience in the insurance or financial services industry.