Financing Advisor with existing client base

As a self-employed sales agent of Wüstenrot Bausparkasse AG, you advise and support customers on retirement provision and home ownership. You work in a team of independent sales agents and organize your work freely.

• You advise and support your customers (self-employed under §84 HGB) according to their needs across the four pillars of modern provision: security, home ownership, risk protection and asset 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 relationships with customers.
• You raise your personal profile with sales-promoting activities.

• Enjoyment of a sales activity that you can organize independently and freely in terms of time
• Specialist knowledge in building society savings, home financing, insurance, investment funds and savings products
• Professional and 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