Financial Advisor Insurance/Wealth

As a self-employed commercial agent (m/f/d) under § 84 HGB for Wüstenrot Bausparkasse AG, you advise and support customers in your region in protection, risk coverage and wealth building. Teams of independent commercial agents work together to fulfil customers' housing wishes.

• As a self-employed 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 coverage and wealth building.
• You arrange contracts based on 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 relationships with customers.
• You support the closing field sales force in introducing new products in sales.
• You raise your personal profile with sales promotion activities.
• You train the field sales partners you support.

• Enjoyment of a sales activity that you can organize independently and freely in terms of time
• Sound expertise in life, property and health insurance as well as investment business
• Professional and solution-oriented advice
• Flexible, independent way of working, setting priorities and strong organizational skills
• Training as an insurance clerk (m/f/d), bank clerk (m/f/d), business economist (m/f/d) or a comparable qualification. Ideally at least two years of experience in the insurance or financial services industry