Financing Adviser with an Existing Customer Base

As a self-employed sales representative under Section 84 of the German Commercial Code, you advise and support customers in Eschenbach i.d.OPf. on financial security, home ownership, risk protection and wealth building. You serve an existing customer base and expand your network.

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

• You enjoy a sales role that lets you organise your work independently and set your own schedule.
• You have specialist knowledge of home savings, home financing, insurance, investment funds and savings products.
• You provide professional advice focused on finding solutions for customers.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have completed commercial vocational training as a bank clerk or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.