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Wüstenrot & Württembergische AG

Financing Consultant with Existing Client Base

Original title: Finanzierungsberater (m/w/d) mit Kundenbestand

Wüstenrot & Württembergische AG
Schwandorf, BY500+ employeesSkilled
Full-time
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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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