Financing Consultant with Existing Client Base

Wüstenrot Bausparkasse AG is looking for a financing consultant (m/f/d) with an existing client base in Augsburg. The role is as a freelance sales representative (self-employed under §84 HGB) in sales, with the freedom to shape your own success.

• You advise and support your clients (self-employed under §84 HGB) according to their needs across 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 client network and maintain your client relationships
• You raise your personal profile with sales-promoting activities

• Enjoyment of work within our sales organisation that you can organise independently and freely in terms of time
• Specialist knowledge of building society savings, building finance, insurance, investment funds and savings products
• Professional, solution-oriented advice
• Flexible, independent way of working, setting priorities and strong organisational skills
• Commercial training as a bank clerk or a comparable qualification; ideally at least two years of sales experience in the financial services sector