Customer Advisor – Full-Time, German-Speaking

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

📋 Description

• Assist new clients from the first point of contact through to customized financial planning.

• Facilitate advisory meetings, evaluate protection and retirement planning requirements, and create personalized solutions.

• Adhere to established standards, document all processes, and ensure seamless execution.

• Act as the main point of contact, respond promptly to client inquiries, and maintain follow-up on client relationships.

• Organize processes, support the team, and contribute to the ongoing enhancement of workflows.

⛳️ Requirements

• High school diploma, completed commercial apprenticeship, or an equivalent or higher qualification.

• Must reside in Germany.

• A structured, responsible, and solution-focused approach to work.

• Dependable, professional, and friendly communication—whether in person, over the phone, or digitally.

• Openness to work within established systems and defined processes.

• Capability to take initiative and complete tasks diligently.

• Experience in customer advisory services, sales, or financial services is advantageous but not mandatory.

🏝️ Benefits

• Organized work environment: Clear processes, defined roles, and well-structured workflows.

• Systematic onboarding: Extensive, hands-on training with clear guidelines and tools provided.

• A dependable team that collaborates based on accountability, communication, and trust.

• Performance-based remuneration with unlimited earning potential.

• Flexibility to work remotely with a strong emphasis on results.

• Access to digital tools and an environment that fosters efficiency and growth.