Customer Advisor – Finance & Insurance

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

• Completed vocational training, a degree or relevant experience in customer advisory, 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 advisory support
• Structured, independent and solution-oriented approach to work
• Excellent German language skills
• Confident using 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 during EU workation
• 30 days of annual leave
• Permanent employment contract
• Private supplementary health insurance
• Above-average salary compared with local market standards
• Support with obtaining an NIE number and handling administrative formalities
• Professional development opportunities
• Welcoming local team