Advise our clients' 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) and ensure an excellent customer experience
Handle customer inquiries independently — from consultation through implementation
Explain complex topics clearly and in a way tailored to the target audience
Actively contribute to the development of our services and processes

Completed vocational training, a degree, or relevant experience in customer advisory, insurance, banking, financial services, or customer service
Career changers with strong service orientation and an interest in financial topics are welcome
Enjoy working with people and performing advisory tasks
Work in a structured, independent, and solution-oriented manner
Excellent German language skills
Confident using digital tools, CRM systems, and modern communication channels

Flexible working hours; modern office on Fuerteventura or remote work from the Canary Islands
Workation perks: up to 4 weeks EU workation per year — including flight and accommodation when choosing the Munich location
Fair terms: 30 days’ vacation, permanent contract, and private supplementary health insurance
Attractive compensation: above-average salary compared to national standards
Easy onboarding: assistance with NIE number and administrative formalities, and a welcoming on-site team

Customer Advisor – Finance, Insurance

Key skills