Financing Advisor with Existing Client Base

Wüstenrot Bausparkasse AG is looking for a financing advisor (m/f/d) with an existing client base in Emsdetten, working as a self-employed sales agent. You advise customers on retirement provision, home ownership and wealth building, and organize your work independently and with free time management.

• You advise and support (self-employed under §84 HGB) your customers according to their needs on 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 the identified goals and wishes and derive concrete offers from them.
• You actively expand your customer network and maintain your relationships with customers.
• You increase your personal profile with sales-promoting activities.

• You enjoy working in our sales organization in a way you can organize independently and freely in terms of time.
• You have expertise in building society savings, home financing, insurance, investment funds and savings products.
• Our customers benefit from your professional and solution-oriented advice.
• You have a flexible, independent way of working, 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 professional experience in sales in the financial services industry.