Financial Advisor Insurance/ Wealth
Original title: Finanzberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Insurance
Salary
Competitive salary
Listing data as of November 5, 2026
About this Apprenticeship
Being able to rely on each other 100% is our culture and understanding in the sales division of Wüstenrot Bausparkasse 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 room for your success. And because success connects, the spirit of founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921, can still be felt today.
What You'll Learn
- As an independent commercial agent (m/f/d) under § 84 HGB, you advise and support the field sales force as well as new and existing customers in your region according to their needs in the pension building blocks of protection, risk coverage and wealth accumulation.
- You broker needs-oriented contracts with a focus on life, health, property and investment insurance.
- You develop advisory concepts based on the customer's identified goals and wishes and derive concrete offers from them.
- You actively build your customer network and maintain your customer relationships.
- You support the field sales force in introducing new products to sales.
- You increase your personal profile through sales-promoting activities.
- You conduct training sessions for the field sales partners you support.
Requirements
- You enjoy working in our sales division, which you can organize independently and with flexible timing.
- You have sound expertise in life, property and health insurance as well as investment business.
- Our customers benefit from your professional and solution-oriented advice.
- You have a flexible, independent working style, set priorities in your tasks and are highly organized.
- You have completed training as an insurance clerk (m/f/d), bank clerk (m/f/d), business administrator (m/f/d) or a comparable qualification. Ideally you have at least two years of professional experience in the insurance or 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 services 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 further development through professional training and continuing education programs.
- Deliver performance where you feel comfortable - we support you and are your reliable partner.
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