Financing Adviser with an Existing Client Base

Self-employed sales role under Section 84 of the German Commercial Code at Wüstenrot Bausparkasse AG in Regensburg. Advise and support clients on financial protection, home ownership, risk cover and building wealth, while growing your client base.

• As a self-employed adviser under Section 84 of the German Commercial Code, you advise and support clients according to their needs in four areas of financial planning: financial protection, home ownership, risk cover 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 relationships with your clients.
• You raise your local profile through sales promotion activities.

• You enjoy a sales role that lets you work independently and manage your own time.
• You have specialist knowledge of home savings plans, home financing, insurance, investment funds and savings products.
• Your clients benefit from your professional advice focused on finding solutions.
• You work flexibly and independently, set priorities 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.