You provide guidance to our clients' employees on topics such as financial wellbeing, insurance, pensions, and personal finance
You act as a point of contact across various channels (phone, email, digital) and ensure an excellent customer experience
You handle customer inquiries independently – from consultation to implementation
You explain complex topics clearly and in a way tailored to the target audience
You actively contribute to the development of our services and processes

Completed vocational training, a university degree, or relevant experience in customer advisory, insurance, banking, financial services, or customer service
Enjoy working with people and providing advisory support
Structured, independent, and solution-oriented
Excellent German language skills
Confident in using digital tools, CRM systems, and modern communication channels

Flexible working hours, modern office in Fuerteventura or remote work from the Canary Islands
Workation with extras: Up to 4 weeks of EU workation per year – including flight & accommodation when choosing Munich as the location
Fair conditions: 30 days of vacation, permanent contract, and private supplementary health insurance
Attractive compensation: Above-average salary compared to the national standard
Easy onboarding: Support with obtaining an NIE number and administrative procedures, and a friendly on-site team

Customer Advisor – Finance & Insurance

Key skills