Financing Adviser with an Existing Customer Base

Wüstenrot Bausparkasse AG is seeking a financing adviser with an existing customer base in Crailsheim. As a self-employed commercial agent under Section 84 of the German Commercial Code, you will advise and support customers on financial security, home ownership, risk protection and building wealth.

• As a self-employed agent under Section 84 of the German Commercial Code, advise and support customers according to their needs in four areas of financial planning: financial security, home ownership, risk protection and building wealth.
• Develop advice plans for all financial planning topics based on customers' goals and wishes, and turn them into specific offers.
• Actively expand your customer network and maintain customer relationships.
• Raise your personal profile through sales promotions.

• You enjoy working in sales with the freedom to organise your work and schedule independently.
• You have specialist knowledge of home savings plans, property financing, insurance, investment funds and savings products.
• You provide professional advice focused on finding solutions for customers.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have completed vocational training in banking or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.