Financing Advisor with Existing Client Base

As a self-employed sales representative of Wüstenrot Bausparkasse AG, you advise and support clients on retirement provision and housing, with an existing client base. Reference number: 30204.

• You advise and support your customers (self-employed 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 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 visibility with sales-promoting activities.

• You enjoy working in our sales organization, shaping your work independently and with flexible hours.
• You have expert knowledge of building savings, home financing, insurance, investment funds and savings products.
• Our customers benefit from your professional, solution-oriented advice.
• You work in a flexible, independent way, set priorities in your tasks and are well organized.
• You have a commercial qualification as a bank clerk or a comparable degree. Ideally you have at least two years of sales experience in the financial services industry.