Financing Consultant with Existing Client Base
Original title: Finanzierungsberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Finance and Insurance
Salary
Competitive salary
Listing data as of November 5, 2026
About this Apprenticeship
As a self-employed financing consultant in sales at Wüstenrot Bausparkasse AG, you work in a team of independent sales agents to make customers' housing wishes come true. Reference no. 29228, Schwandorf.
What You'll Learn
- You advise and support your customers (self-employed under §84 HGB) according to their needs across the four building blocks of modern provision: security, home ownership, risk protection and wealth 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 profile through sales-promoting activities.
Requirements
- Enjoyment of a sales activity that you can organize independently and freely in terms of time
- Specialist knowledge of building savings, home financing, insurance, investment funds and savings products
- Professional, solution-oriented advice
- Flexible, independent way of working, setting priorities, strong organizational skills
- Commercial training as a bank clerk or comparable qualification. Ideally at least two years of sales experience in financial services
What Wüstenrot & Württembergische AG offers
- Experienced for a century: with Wüstenrot you represent one of the best-known and most traditional financial services brands in Germany.
- Your commitment and our multiple award-winning offering open up attractive earning opportunities.
- We offer entrepreneurial freedom and support your development through professional training and further education.
- Perform where you feel at home - we support you and are your reliable partner.
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