Customer Advisor – Finance & Insurance

This is a fully remote position, open to applicants in Spain.

📋 Description

• You offer guidance to our clients' employees on matters including financial well-being, insurance, pensions, and personal finance.

• You serve as a point of contact through various channels (phone, email, digital) to ensure an outstanding customer experience.

• You manage customer inquiries independently, from consultation through to implementation.

• You clarify complex topics in an accessible manner, tailored to the audience.

• You actively engage in the enhancement of our services and processes.

⛳️ Requirements

• Completed vocational training, a university degree, or relevant experience in customer advisory, insurance, banking, financial services, or customer service.

• A passion for working with people and providing advisory support.

• Structured, independent, and solution-focused approach.

• Excellent proficiency in the German language.

• Comfortable using digital tools, CRM systems, and modern communication channels.

🏝️ Benefits

• Flexible working hours, with a modern office in Fuerteventura or the option for remote work from the Canary Islands.

• Workation perks: Up to 4 weeks of EU workation annually, including flight and accommodation when selecting Munich as the location.

• Fair employment conditions: 30 days of vacation, a permanent contract, and private supplementary health insurance.

• Competitive compensation: Above-average salary in comparison to the national standard.

• Seamless onboarding: Assistance with obtaining an NIE number and other administrative processes, along with a welcoming on-site team.