Customer Consultant – Finance & Insurance

Role Overview

• Advise employees on topics such as Financial Wellbeing, insurance, retirement provision and personal finances
• Serve as a point of contact across multiple channels (phone, email, digital) to ensure an excellent customer experience
• Handle customer inquiries independently – from consultation through to implementation
• Explain complex topics clearly and in a way tailored to the target audience
• Actively contribute to the ongoing development of services and processes

Requirements

• 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 support
• Structured, independent and solution-oriented, with excellent German language skills
• Confident using digital tools, CRM systems and modern communication channels

Benefits

• 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 and accommodation when choosing Munich as the location
• Fair terms: 30 days of vacation, permanent contract and private supplemental health insurance
• Attractive compensation: Above-average salary compared with the national average
• Easy start: Assistance with obtaining the NIE number and administrative procedures, plus a welcoming on-site team