Financing Advisor with Existing Client Base

As a self-employed commercial agent in sales at Wüstenrot Bausparkasse AG in Schwabach, you advise customers on retirement provision, home ownership and wealth building. Reference no. 8542.

• You advise and support (self-employed under §84 HGB) your customers according to their needs across the four building blocks of modern provision: security, home ownership, risk protection and wealth building.
• You develop advisory concepts for all provision topics based on identified goals and wishes and derive concrete offers from them.
• You actively expand your customer network and maintain your relationships with customers.
• You raise your personal profile with sales-promoting activities.

• You enjoy sales work that you can organize independently and freely in terms of time.
• You have expertise in building society savings, construction financing, insurance, investment funds and savings products.
• 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 commercial training as a bank clerk or a comparable qualification. Ideally you have at least two years of sales experience in the financial services industry.