Customer Advisor – Finance & Insurance

Role Overview

• You advise employees of our clients on topics such as financial wellbeing, insurance, retirement provision, and personal finance
• You act as a point of contact across multiple channels (phone, email, digital) and ensure an excellent customer experience
• You handle customer inquiries independently — from advice through to implementation
• You explain complex topics clearly and tailored to the target audience
• You actively contribute to the development and improvement of our services and processes

Requirements

• You have a completed vocational qualification, 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 also welcome
• You enjoy interacting with people and providing advisory services
• You work in a structured, independent, and solution-oriented manner and have excellent German language skills
• You are confident using digital tools, CRM systems, and modern communication channels

Benefits

• Flexible working hours, modern office on Fuerteventura or remote work from the Canary Islands
• Workation perks: Up to 4 weeks of EU workation per year — including flight and accommodation if you choose Munich as your workation location
• Fair terms: 30 vacation days, permanent contract, and private supplementary health insurance
• Competitive compensation: Above-average salary compared to national benchmarks
• Easy onboarding: Assistance with obtaining the NIE number and bureaucratic processes, and a welcoming local team