Financing Advisor with Existing Client Base

Wüstenrot Bausparkasse AG is looking for a financing advisor (m/f/d) with an existing client base in Miesbach, working as a self-employed commercial agent in sales (self-employment under §84 HGB). Reference number: 11669.

• You advise and support your customers (self-employment under §84 HGB) according to their needs on the four building blocks of modern provision: protection, home ownership, risk cover 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 working in our sales organization, with work you can organize independently and freely in terms of time.
• You have expertise 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 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 sector.