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Wüstenrot & Württembergische AG

Financial Advisor with Existing Client Base

Original title: Finanzierungsberater (m/w/d) mit Kundenbestand

Wüstenrot & Württembergische AG
Bamberg, BY500+ employeesSkilled
Full-time
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This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.

  • Start Date

    On request

  • Sector

    Financial Services

  • Salary

    Competitive salary

Listing data as of November 5, 2026

About this Apprenticeship

Trusting each other 100% is our culture and understanding in sales at Wüstenrot Bausparkasse AG. Whether in the exclusive organization or cooperative sales - teams of independent commercial agents (m/f/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 founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921.

What You'll Learn

  • 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 advisory 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.

Requirements

  • You enjoy working in our sales department, which you can organize independently and flexibly in terms of time.
  • You have expertise in the areas of building savings, construction financing, insurance, investment funds and savings products.
  • Our customers benefit from your professional and solution-oriented advice.
  • You have a flexible, independent working style, set priorities for your tasks and are highly organized.
  • You have completed 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.

What Wüstenrot & Württembergische AG offers

  • Experience for over a century: With Wüstenrot you represent one of the best-known and most traditional financial services brands in Germany.
  • Your commitment and our multi-award-winning offer open up attractive earning opportunities for you.
  • We offer entrepreneurial freedom and promote your further development through professional training and continuing education programs.
  • Deliver performance where you feel comfortable - we support you and are your reliable partner.

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