Financing Advisor with existing client base

Teams of independent sales agents (m/f/d) at Wüstenrot Bausparkasse AG work together to make customers' housing wishes come true. You advise and support your customers independently (self-employed under §84 HGB) on modern financial planning.

• You advise and support your customers (self-employed under §84 HGB) according to their needs on the four building blocks of modern financial planning: security, home ownership, risk protection and wealth building.
• You develop advisory concepts for all financial planning topics based on the 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 with sales-promoting activities.

• You enjoy working in our sales organization, which you can shape independently and with flexible hours.
• You have expertise in building society 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 commercial training as a bank clerk or a comparable qualification. Ideally, you have at least two years of sales experience in the financial services industry.