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Wüstenrot & Württembergische AG

Financing Advisor with Client Base

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

Wüstenrot & Württembergische AG
Ravensburg, BW500+ 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

    Financial Services

  • Salary

    Competitive salary

Listing data as of November 5, 2026

About this Apprenticeship

Wüstenrot Building Society AG: Being able to rely on each other 100% is our culture and our understanding in the sales of Wüstenrot Building Society AG. Whether in the exclusive organization or in cooperative sales – teams of independent commercial agents (m/f/d) work together to realize our customers' housing wishes. We give you freedom for your success. And because success connects, you can still feel the spirit of the founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921.

What You'll Learn

  • You advise and support (self-employed according to §84 HGB) your customers according to their needs across the four pillars of modern provision: protection, home ownership, risk protection, and wealth accumulation.
  • You develop advisory concepts for all provision topics based on identified goals and wishes and derive concrete offers from them.
  • You actively build your customer network and maintain your relationships with customers.
  • You increase your personal profile through sales-promoting activities.

Requirements

  • You enjoy working in our sales team, which you can organize independently and flexibly in terms of time.
  • You have expertise in the areas of building savings, construction financing, insurance, investment funds, and savings products.
  • Our customers benefit from your professional and solution-oriented advice.
  • You have a flexible, independent working style, set priorities in your tasks, and are organizationally strong.
  • You have a commercial education as a bank clerk or a comparable degree. Ideally, you have at least two years of professional experience in sales in the financial services industry.

What Wüstenrot & Württembergische AG offers

  • Experienced for a century: With Wüstenrot you represent one of the best-known and most traditional financial service brands in Germany.
  • Your commitment and our multi-award-winning offer open up attractive earning opportunities for you.
  • We offer entrepreneurial freedom and promote your development through professional training and further education programs.
  • Deliver performance where you feel comfortable – we support you and are your reliable partner.

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