Customer Advisor (all genders) – Finance & Insurance - Remote

Overview

As a Customer Advisor for Finance & Insurance, you will be the first point of contact for employees of our clients regarding financial topics, providing guidance and support while ensuring a great customer experience.

In Short

• Advise employees on Financial Wellbeing, insurance, and finance topics.
• Be the contact person via various channels (phone, email, digital).
• Handle customer inquiries independently from consultation to implementation.
• Explain complex topics in an understandable and target group-oriented manner.
• Contribute actively to the development of our services and processes.

Requirements

• Completed training, studies, or relevant experience in customer consulting, insurance, banking, financial services, or customer service.
• Open to career changers with strong service orientation and interest in finance.
• Enjoy working with people and consulting activities.
• Structured, independent, solution-oriented work style with excellent German language skills.
• Proficient in digital tools and CRM systems.

Benefits

• Flexible working hours, modern office on Fuerteventura or remote on the Canary Islands.
• Workation with extras: Up to 4 weeks EU workation per year, including flight & accommodation if choosing Munich.
• Fair conditions: 30 vacation days, permanent contract & private additional health insurance.
• Attractive compensation: Above-average salary compared to local standards.
• Easy start: Support with NIE number & administrative tasks and a welcoming team on-site.