Financing Advisor with Existing Client Base

Wüstenrot Bausparkasse AG is looking for financing advisors working as self-employed sales agents (self-employment under §84 HGB). You advise customers on security, home ownership, risk protection and wealth building. Reference number: 33381.

• You advise and support your customers (self-employment under §84 HGB) 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 raise your personal profile with sales-promoting activities.

• You enjoy working in our sales organization, which you can shape independently and with flexible hours.
• You have expertise in building savings, home financing, insurance, investment funds and savings products.
• Our customers benefit from your professional, solution-oriented advice.
• You work in a flexible, independent way, 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.