Financing Adviser with an Existing Client Base

Wüstenrot Bausparkasse AG is seeking a financing adviser with an existing client base in Dinkelsbühl. As a self-employed commercial agent under Section 84 of the German Commercial Code, you advise and support clients on financial protection, home ownership, risk cover and building wealth.

• As a self-employed adviser under Section 84 of the German Commercial Code, advise and support clients according to their needs across four areas of modern financial planning: financial protection, home ownership, risk cover and building wealth.
• Develop advice plans for all financial planning topics based on clients' goals and wishes, and use these to prepare specific offers.
• Actively expand your client network and maintain your client relationships.
• Raise your profile through sales promotion activities.

• You enjoy a sales role that allows you to work independently and organise your own time.
• You have specialist knowledge of home savings plans, property financing, insurance, investment funds and savings products.
• Our clients benefit from your professional advice focused on finding solutions.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have completed commercial vocational training as a bank clerk or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.