Finance adviser with an existing customer portfolio

Wüstenrot Bausparkasse AG seeks a self-employed finance adviser under Section 84 of the German Commercial Code with an existing customer portfolio for Diez, Montabaur, Nastätten, Koblenz and Lahnstein. You advise customers on financial planning, home ownership, risk protection and building wealth.

• As a self-employed adviser under Section 84 of the German Commercial Code, you advise and support customers according to their needs across four areas of modern financial planning: financial security, home ownership, risk protection and building wealth.
• You develop advice plans for all financial planning topics based on identified goals and wishes and turn these into specific offers.
• You actively expand your customer network and maintain customer relationships.
• You raise your personal profile through sales promotions.

• You enjoy a sales role that you can organise independently with control over your working hours.
• You have specialist knowledge of home savings plans, mortgage finance, insurance, investment funds and savings products.
• You provide customers with professional advice focused on finding solutions.
• You work flexibly and independently, set priorities and have strong organisational skills.
• You have completed vocational training in banking or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.