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
Insurance & Finance
Salary
Competitive salary
Listing data as of November 7, 2026
About this Apprenticeship
Being able to rely on each other 100%. That is our culture and our approach in sales at Wüstenrot Bausparkasse AG. Teams of independent sales agents (m/f/d) work together to make our customers' housing wishes come true. Location: Esslingen am Neckar.
What You'll Learn
- As an independent sales 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 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 goals and wishes and derive concrete offers from them.
- You actively expand your customer network and maintain your customer relationships.
- You support the closing field sales force in introducing new products.
- You raise your personal profile with sales promotion activities.
- You train the field sales partners you look after.
Requirements
- You enjoy working in our sales organization in a way you can shape independently and freely in terms of time.
- You have solid expertise in life, property and health insurance as well as in investment business.
- Our customers benefit from your professional, solution-oriented advice.
- You work flexibly and independently, set priorities in your tasks and are well organized.
- 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 experience in insurance or financial services.
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 multiple award-winning offer open up attractive earning opportunities for you.
- We offer entrepreneurial freedom and support your development through professional training and further education.
- Perform where you feel at home - we support you and are your reliable partner.
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