Finanzierungsberater (m/w/d) mit Kundenbestand
W&W GruppeBavaria, Germany
Posted January 14, 2026
Full Time
About the Company
W&W Gruppe offers financial services through its multiple brands to ensure customers' security.
Job Description
Finance Consultant with client portfolio, advising and caring for customers on provision topics such as insurance, homeownership, risk protection, and wealth creation.
Requirements
- Expertise in building savings, building financing, insurance, investment funds, and savings products
- Professional and solution-oriented advice
- Flexible and independent work style
- Commercial education as a bank clerk or bank clerk
- At least 2 years of experience in sales in the financial services sector
