Financial Advisor Insurance/Wealth

Being able to rely on each other 100%. That is our culture and our understanding in sales at Wüstenrot Bausparkasse AG. Whether in the exclusive organization or in cooperation sales, teams of independent sales agents (m/f/d) work together to fulfil our customers' housing wishes. The role is as an independent commercial agent under § 84 HGB.

• As an independent commercial agent (m/f/d) under § 84 HGB, you advise and look after the closing field service as well as new and existing customers in your region according to their needs in the provision building blocks of protection, risk cover and wealth building.
• You arrange contracts based on needs, focusing on life and health insurance, composite insurance and investment.
• You develop advisory concepts based on the customer's identified goals and wishes and derive concrete offers from them.
• You actively expand your customer network and maintain your relationships with customers.
• You support the closing field service in introducing new products in sales.
• You raise your personal profile with sales-promoting activities.
• You train the field service partners you look after.

• You enjoy working in our sales organization in a way that you can shape independently and freely in terms of time.
• You have sound expertise in life, property and health insurance as well as in the investment business.
• Our customers benefit from your professional and solution-oriented advice.
• You work in a flexible, independent way, set priorities in your tasks and are well organized.
• You have 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.