Financing Advisor with Existing Client Base

Wüstenrot Bausparkasse AG is looking for a financing advisor (m/f/d) with an existing client base in Karlstadt (reference 11169). The work is as a self-employed sales representative (self-employment under §84 HGB).

• You advise and support (self-employment 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 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 sales work that you can organize independently and freely in terms of time.
• You have expert knowledge in building savings, construction financing, insurance, investment funds and savings products.
• Our customers benefit from your professional and solution-oriented advice.
• You work in a flexible, independent way, set priorities and are well organized.
• You have commercial training as a bank clerk or an equivalent qualification. Ideally, you have at least two years of sales experience in the financial services industry.