Provide individualized advice to employees on financial wellbeing, insurance, and retirement planning, with a particular focus on property insurance (P&C)
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 to implementation
Explain complex insurance and financial topics in a clear, customer-focused manner
Actively contribute to the development of services and processes in the areas of retirement planning, insurance, and financial wellbeing

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

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 work location
30 vacation days
Permanent contract & private supplementary health insurance
Above-average salary compared to national benchmarks
Support with obtaining the NIE number and administrative procedures, plus a welcoming on-site team

Customer Advisor – Insurance Advisory

Key skills