Financing Adviser with an Existing Client Base

As a self-employed financing adviser at Wüstenrot Bausparkasse AG in Balingen, you manage an existing client base and help clients with their housing goals and financial planning.

• As a self-employed representative under Section 84 of the German Commercial Code, you advise and support clients according to their needs across four areas of financial planning: financial security, home ownership, risk protection and building wealth.
• You develop advice plans for all financial planning topics based on clients' goals and wishes and turn them into specific offers.
• You actively expand your client network and maintain client relationships.
• You raise your personal profile through sales promotions.

• You enjoy a sales role that allows you to work independently and manage your own time.
• You have specialist knowledge of home savings plans, property financing, insurance, investment funds and savings products.
• Your clients benefit from your professional advice focused on finding solutions.
• You work flexibly and independently, prioritise your tasks and have strong organisational skills.
• You have completed vocational training as a bank clerk or hold a comparable qualification. Ideally, you have at least two years of sales experience in financial services.