Financing Advisor with Client 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 7, 2026
About this Apprenticeship
Being able to rely on each other 100% is our culture and understanding in the sales of Wüstenrot Bausparkasse AG. Whether in the exclusive organization or in cooperative sales - teams of independent commercial agents (m/f/d) work together to realize our customers' housing wishes. We give you freedom 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 (independent status 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 expand your customer network and maintain your relationships with customers
- You increase your personal profile through sales-promoting actions
Requirements
- You enjoy an activity within our sales that you can independently and flexibly shape in terms of time
- 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 apprenticeship as a bank clerk or a comparable degree. 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
- Perform where you feel comfortable - we support you and are your reliable partner
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