Customer Advisor – Finance & Insurance

• Advise employees of client companies on financial wellbeing, insurance, retirement planning and personal finances
• Serve as a point of contact by phone, email and digital channels
• Ensure an excellent customer experience
• Independently handle customer inquiries from consultation through implementation
• Explain complex topics in a clear, audience-appropriate manner
• Contribute to the continuous improvement of services and processes

• Completed vocational training, university degree or relevant experience in customer advisory services, insurance, banking, financial services or customer service
• Career changers with a strong service orientation and an interest in financial topics are welcome
• Enjoy working with people and providing advice
• Structured, self-motivated and solution-oriented approach to work
• Excellent German-language skills
• Confident user of digital tools, CRM systems and modern communication channels

• Flexible working hours
• Modern office in Fuerteventura or remote work from the Canary Islands
• Up to 4 weeks of EU workation per year
• Flights and accommodation when choosing the Munich location
• 30 days of annual leave
• Permanent employment contract
• Private supplementary health insurance
• Above-market salary compared with local standards
• Support with obtaining an NIE number and handling administrative procedures
• Friendly local team
• Exciting and varied responsibilities
• Space for creative ideas and autonomous work
• Excellent professional development opportunities