Financial Advisor Insurance/Wealth

We can 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 (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 the founder Georg Kropp, who founded the 'Community of Friends Wüstenrot' in 1921.

• As an independent commercial agent (m/f/d) pursuant to § 84 HGB, you advise and support the closing field service as well as new and existing customers in your region according to needs in the provision modules of protection, risk coverage, and wealth accumulation.
• You broker needs-oriented contracts with a focus on life, health, and property insurance as well as investments.
• You develop consulting concepts based on the identified goals and wishes of the customer and derive concrete offers from them.
• You actively build your customer network and maintain your relationships with customers.
• You support the closing field service in the introduction of new products in sales.
• You increase your personal profile through sales-promoting activities.
• You conduct training sessions for the field service partners you support.

• You enjoy working in our sales department, which you can organize independently and with flexible timing.
• You have sound technical expertise in the areas of life, property, and health insurance as well as in the investment business.
• Our customers 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 completed training as an insurance clerk (m/f/d), bank clerk (m/f/d), business administrator (m/f/d), or a comparable qualification. Ideally, you have at least two years of professional experience in the insurance or financial services industry.