Financing Advisor with Client Portfolio

Being able to rely on each other 100%. That is our culture and our understanding in the sales of Wüstenrot Bausparkasse AG. Whether in the exclusive organization or in cooperative sales - teams of independent commercial agents (f/m/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.

Your tasks in detail 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 consulting 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 your relationships with customers. You increase your personal profile through sales-promoting activities.

• 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 consulting 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 your relationships with customers.
• You increase your personal profile through sales-promoting activities.

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