Financing Consultant with Existing Client Base

Wüstenrot Bausparkasse AG is looking for financing consultants (m/f/d) with an existing client base to work as self-employed sales agents (self-employment under §84 HGB) in Schwabach, Roth, Neumarkt and Altdorf. Teams work together to make customers' housing wishes come true and are given freedom for their success.

• You advise and support your customers (self-employment under §84 HGB) according to their needs on the four building blocks of modern provision: security, home ownership, risk protection and asset building.
• 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 with sales-promoting activities.

• Enjoy a sales role that you can organize independently and with flexible time
• Specialist knowledge of building savings, home financing, insurance, investment funds and savings products
• Professional, solution-oriented advice
• Flexible, independent way of working, setting priorities and being well organized
• Commercial training as a bank clerk or a comparable qualification. Ideally at least two years of sales experience in financial services