beINsure Finanzberatung Inh. Richard Stegmeir | Germany | 86xxx Augsburg | Permanent position | Full time | Published since: 28.02.2026 on stepstone.de
Client Advisor Financial Services (m/f/d)
We are an independent financial service provider based in Augsburg and offer our customers a wide range of financial services. We place great emphasis on high consulting quality through experienced financial experts and long-term cooperation with our customers. As an independent financial advisor, we are not bound to a bank or product supplier and do not benefit from financial statements, but from high-quality advice and satisfied customers. Our costs are individual and will be presented transparently after a free first interview. Currently we are looking for a bank salesman (m/w/d) who strengthens our team. .
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Your tasks • Your profile • What we offer
We are waiting for you an exciting and varied task in a growing company. In our office in the city centre of Augsburg you will find a team that lives financial advice at the highest level. We are now looking for a long-term reinforcement for the following activities: You advise and serve our customers: internal services in the fields of investment, savings plans and pension plans. You manage assets and insurance needs of our customers: individual and targeted. You actively contribute to the further development of our high quality of advice. NO Call Center Works, NO Sales Print
a completed training as an insurance or banker (m/w/d) or a study of the business administration. well-founded experience in customer consulting, in particular in the fields of investment (e.g. securities, funds, ETFs) and real estate financing. Enthusiasm, a structured and reliable way of working and passion for your profession. Joy in customer contact and the claim to always provide a high level of consulting quality. Team spirit and a cooperative approach are of course for you. Why we look forward to you: Because you want to enrich the financial world with your expertise and personality. Because you want to become part of a team that lives trust, transparency and excellent service. And because you know: financial advice is more than just numbers – it's about people.
high quality workplace in modern premises in the centre of Augsburg Access to the latest CRM software and professional tools for product comparisons attractive remuneration models and transparent development possibilities Support for further education – also for recognised qualifications Collaboration in a dynamic team that inspires and supports each other We offer you a pleasant working environment in a dynamic team, regular training and further training as well as attractive remuneration models. .
Location
![]() | beINsure Finanzberatung Inh. Richard Stegmeir | |
| 86150 Augsburg | ||
| Germany |
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