Financing Advisor with 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
Financial Services
Salary
Competitive salary
Listing data as of November 4, 2026
About this Apprenticeship
Being able to rely 100% on each other. That is our culture and our understanding in the sales of Wüstenrot Building Society AG. Whether in the exclusive organization or in the cooperation sales – teams of independent commercial agents (f/m/d) work together to realize the housing wishes of our customers. We give you room for your success. And because success connects, you can still feel the spirit of the founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921.
What You'll Learn
- You advise and support (self-employment according to §84 HGB) your customers according to their needs across the four pillars of modern provision: protection, home ownership, risk protection, and wealth accumulation.
- You develop advisory concepts for all provision topics based on the identified goals and wishes and derive concrete offers from them.
- You actively build your customer network and maintain your relationships with customers.
- You increase your personal profile with sales-promoting actions.
Requirements
- You enjoy an activity within our sales that you can independently and freely schedule.
- You have expertise in the areas of building savings, construction financing, insurance, investment funds, and savings products.
- Our customers benefit from your professional and solution-oriented advice.
- You have a flexible, independent working style, set priorities in your tasks, and are organizationally strong.
- You have a commercial training as a bank clerk or a comparable qualification.
- Ideally, you have at least two years of professional experience in sales in the financial services industry.
What Wüstenrot & Württembergische AG offers
- Experienced for a century: With Wüstenrot you represent one of the best-known and most traditional financial services brands in Germany.
- Your commitment and our multiple award-winning offer open up attractive earning opportunities for you.
- We offer entrepreneurial freedom and promote your further development through professional training and continuing education offers.
- Deliver performance where you feel comfortable – we support you and are your reliable partner.
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