Financing Adviser with an Existing Customer Base
Original title: Finanzierungsberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Finanzdienstleistungen
Salary
Competitive salary
Listing data as of November 7, 2026
About this Apprenticeship
Self-employed financing adviser role under Section 84 of the German Commercial Code at Wüstenrot Bausparkasse AG in Alsfeld, with an existing customer base. Advise customers on financial security, home ownership, risk protection and building wealth.
What You'll Learn
- As a self-employed commercial agent under Section 84 of the German Commercial Code, you advise and support customers according to their needs across four areas of financial planning: financial security, home ownership, risk protection and building wealth.
- You develop financial planning proposals based on customers' goals and wishes and turn them into specific offers.
- You actively expand your customer network and maintain customer relationships.
- You raise your personal profile through sales promotions.
Requirements
- You enjoy working in sales with the freedom to organise your work and schedule independently.
- You have specialist knowledge of home savings plans, home financing, insurance, investment funds and savings products.
- You provide professional advice focused on finding solutions for customers.
- You work flexibly and independently, set priorities and have strong organisational skills.
- You have completed vocational training as a bank clerk or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.
What Wüstenrot & Württembergische AG offers
- With a century of experience, Wüstenrot gives you the opportunity to represent one of Germany's best-known financial services brands with a long history.
- Your commitment and our award-winning products offer good earning opportunities.
- We offer freedom to run your business and support your development through professional training and further education.
- We help you do your best in a supportive environment and are a reliable partner.
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