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
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 the housing wishes of our customers. 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 in your region according to needs in the precautionary modules of protection, risk coverage, and wealth accumulation.
- You broker needs-oriented contracts with focus on life, health insurance, composite, and investment.
- You develop advisory concepts based on the identified goals and wishes of the customer and derive concrete offers from them.
- You actively build your customer network and maintain your relationships with customers.
- You support the concluding field service in the introduction of new products in sales.
- You increase your personal profile with sales-promoting activities.
- You conduct training for the field service partners you support.
Requirements
- You enjoy an activity within our sales that you can shape independently and freely in terms of time.
- You have sound expertise in 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 organized.
- You have completed training as an insurance clerk (m/f/d), bank clerk (m/f/d), business administrator (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 services brands in Germany.
- Your commitment and our multi-award-winning offer open up attractive earning opportunities for you.
- We offer entrepreneurial freedom and promote your further development through professional training and further education offers.
- Deliver performance where you feel comfortable - We support you and are your reliable partner.
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