Financing Advisor with Existing Customer Base

Wüstenrot Bausparkasse AG is looking for a financing advisor (m/w/d) with an existing customer base in Ansbach, working as a self-employed commercial agent under § 84 HGB.

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

• You enjoy working in our sales organization, which you can organize independently and with flexible timing.
• You have expertise in building savings, home financing, insurance, investment funds and savings products.
• Our customers benefit from your professional, solution-oriented advice.
• You work flexibly and independently, 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 industry.