Financing Adviser with an Existing Client Base

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

• 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 financial planning: financial security, home ownership, risk protection and wealth building.
• Develop advice plans for all financial planning topics based on clients' goals and wishes, and turn them into specific offers.
• Actively expand your client network and maintain client relationships.
• Raise your personal profile through sales promotion activities.

• You enjoy working in sales with the freedom to organise your work and schedule independently.
• You have specialist knowledge of home savings plans, property financing, insurance, investment funds and savings products.
• You provide professional advice focused on finding solutions for clients.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have completed vocational training in banking or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.