Financing Advisor with Customer Base
Original title: Finanzierungsberater (m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Finanzdienstleistungen
Salary
Competitive salary
Listing data as of November 5, 2026
About this Apprenticeship
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.
What You'll Learn
- You advise and support (self-employed pursuant to §84 HGB) your clients according to needs across the four pillars of modern provision: protection, home ownership, risk coverage, and wealth accumulation.
- You develop consulting concepts for all provision topics based on identified goals and wishes and derive concrete offers from them.
- You actively build your client network and maintain your relationships with clients.
- You increase your personal profile through sales-promoting activities.
Requirements
- You enjoy working in our sales department, which you can organize independently and with flexible timing.
- You have expertise in the areas of building savings, construction financing, insurance, investment funds, and savings products.
- Our clients 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 commercial training as a bank clerk (female/male) 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
- Experienced for 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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