Financing Adviser with an Existing Client Base

Advise and support an existing client base in Gelnhausen for Wüstenrot Bausparkasse AG as a self-employed commercial agent under Section 84 of the German Commercial Code. Work with a team to help clients achieve their housing goals and plan their financial future.

• As a self-employed agent under Section 84 of the German Commercial Code, advise and support clients according to their needs across four areas of financial planning: financial protection, home ownership, risk protection and building wealth.
• Develop advice plans for all financial planning topics based on clients' goals and wishes, and turn them into specific offers.
• Actively expand your client network and maintain client relationships.
• Raise your local profile through sales promotion activities.

• Enjoy a sales role that you can organize independently with control over your working time.
• Have specialist knowledge of home savings plans, property financing, insurance, investment funds and savings products.
• Provide clients with professional, solution-focused advice.
• Work flexibly and independently, prioritize tasks and have strong organizational skills.
• Have completed vocational training as a bank clerk or hold an equivalent qualification. Ideally, have at least two years of sales experience in financial services.