Financing Advisor with Client Base

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 the cooperation sales - teams of independent commercial agents (f/m/d) work together to realize the housing wishes of our customers. 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. Tasks Your tasks in detailYou advise and support (independence according to §84 HGB) your clients needs-based on the four pillars of modern provision: protection, home ownership, risk protection and wealth accumulation. You develop consulting concepts for all provision topics based on the identified goals and wishes and derive concrete offers from them.You actively build your client network and maintain your relationships with clients.You increase your personal profile with sales-promoting actions.

• You advise and support (independence according to §84 HGB) your clients needs-based on the four pillars of modern provision: protection, home ownership, risk protection and wealth accumulation.
• You develop consulting concepts for all provision topics based on the identified goals and wishes and derive concrete offers from them.
• You actively build your client network and maintain your relationships with clients.
• You increase your personal profile with sales-promoting actions.

• You enjoy an activity within our sales that you can independently and freely schedule.
• You have expertise in the areas of building savings, construction financing, insurance, investment funds and savings products.
• Our clients benefit from your professional and solution-oriented advice.
• 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 degree. Ideally you have at least two years of professional experience in sales in the financial services industry.