Advise employees of our clients on topics such as financial wellbeing, insurance, retirement planning and personal finance
Serve as a point of contact across various channels (phone, email, digital) and ensure an excellent customer experience
Handle customer inquiries independently – from consultation to implementation
Explain complex topics in a clear and audience-appropriate manner
Actively contribute to the development and continuous improvement of our services and processes

Completed vocational training, a degree or relevant experience in customer advisory, insurance, banking, financial services or customer service
Enjoy working with people and providing advisory services
Structured, independent and solution-oriented working style
Very good German language skills
Confident 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 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 national standards
Smooth onboarding: Assistance with NIE number & administrative procedures and a welcoming on-site team

Customer Consultant – Finance, Insurance

Key skills