Provide personalized advice to our clients' employees on financial wellbeing, insurance, and retirement planning, with a particular focus on property and casualty insurance.
Support customers by phone, in writing, and virtually, ensuring a positive service and user experience.
Independently handle customer inquiries and service processes — from consultation through implementation.
Explain complex insurance and financial topics clearly and in a customer-oriented manner.
Actively contribute to the development and improvement of services and processes in the areas of pensions, insurance, and financial wellbeing.

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

Flexible working hours
Modern office on Fuerteventura or remote work across the Canary Islands
Workation perks: Up to 4 weeks of EU workation per year — including flight and accommodation when selecting Munich as the work location
Fair terms: 30 vacation days, permanent contract, and supplementary private health insurance
Attractive compensation: Above-average salary compared to national benchmarks
Smooth onboarding: Support with obtaining an NIE number and assistance with administrative procedures, plus a welcoming on-site team

Customer Advisor – Insurance Advisory Focus

Key skills