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Wüstenrot & Württembergische AG

Financing Advisor with Customer Base

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

Wüstenrot & Württembergische AG
Neuss, NW500+ 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

Being able to rely on each other 100% is our culture and understanding in the sales division 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 room for your success. And because success connects, the spirit of founder Georg Kropp, who founded the "Community of Friends Wüstenrot" in 1921, can still be felt today.

What You'll Learn

  • You advise and support (self-employed per §84 HGB) your clients needs-based 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 client network and maintain your relationships with clients.
  • You increase your personal visibility through sales-promoting actions.

Requirements

  • You enjoy an activity within our sales division that you can structure independently and flexibly in terms of time.
  • You have expertise in the areas of building society 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 for your tasks, and are organizationally strong.
  • You have a 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

  • Established 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 offering 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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