Financial Advisor Insurance/Wealth

Being able to rely on each other 100%. That is our culture and our understanding in the sales division of Wüstenrot Bausparkasse AG. Whether in the tied agent organisation or in the cooperation sales – teams of independent commercial agents (f/m/d) work together to realise 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.

• As an independent commercial agent (f/m/d) pursuant to Section 84 HGB, you advise and support the closing field service as well as new and existing customers in your region according to needs in the provision modules of protection, risk coverage and wealth accumulation.
• You broker needs-oriented contracts with a focus on life, health insurance, non-life insurance and investment.
• You develop advisory concepts based on the identified goals and wishes of the customer and derive concrete offers from them.
• You actively build up your customer network and maintain your relationships with customers.
• You support the closing field service in the introduction of new products in sales.
• You increase your personal profile through sales-promoting campaigns.
• You conduct training sessions for the field service partners you support.

• You enjoy an activity within our sales division that you can organise independently and freely in terms of time.
• You have sound specialist knowledge in the areas of life, non-life 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 organisationally strong.
• You have completed training as an insurance clerk (f/m/d), bank clerk (f/m/d), business economist (f/m/d) or a comparable qualification. Ideally you have at least two years of professional experience in the insurance or financial services sector.