Customer Advisor – Insurance Advisory Focus

Role Overview

• Provide individual advice to our clients' employees on financial wellbeing, insurance, and retirement planning, with a particular focus on property and casualty (P&C) insurance
• Support clients by phone, in writing, and virtually
• Independently handle customer inquiries and service processes, from consultation through implementation
• Explain complex insurance and financial topics in a clear, customer-oriented manner
• Actively contribute to the development of services and processes in the areas of retirement provision, insurance, and financial wellbeing

Requirements

• Completed vocational training or a degree in the insurance sector, or a banking qualification with relevant insurance experience
• Professional experience in customer or insurance advisory (B2C), preferably in property and casualty insurance
• Strong service and customer orientation and enthusiasm for advisory work
• Confident handling of IT systems, CRM tools, and digital applications
• Independent, structured, and responsible working style
• Excellent German language skills, spoken and written

Benefits

• Flexible working hours
• Modern office on Fuerteventura or remote work across the Canary Islands
• Workation with extras: Up to 4 weeks of EU workation per year – including flight and accommodation when choosing the Munich location
• 30 days of vacation
• Permanent contract & private supplemental health insurance
• Above-average salary compared to national standards
• Support with obtaining an NIE number and with administrative formalities, plus a welcoming on-site team