FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Customer Advisor – Finance & Insurance
ValueNet Group. Advise employees of client companies on financial wellbeing, insurance, retirement planning and personal finance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial wellbeing, insurance, and retirement planning while providing exceptional customer service through effective communication and consultative support. Proficient in using digital tools and CRM systems to enhance customer interactions and service delivery.
Highest-signal resume keywords
Financial Wellbeing ConsultingCustomer Service ExperienceCRM System ProficiencyGerman Language ProficiencyConsultative Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInsurance KnowledgeRetirement PlanningCustomer ConsultingDigital Communication
Soft Skills
Service OrientationIndependent WorkStructured ApproachSolution-Oriented MindsetEffective Communication
Tools & Technologies
Digital ToolsCRM SystemsCommunication Channels
Industry Keywords
Financial ServicesBankingCustomer ExperienceConsultationVocational Training
About the role
Key responsibilities & impact- Advise employees of client companies on financial wellbeing, insurance, retirement planning and personal finance
- Support customers by phone, email and digital channels
- Ensure an excellent customer experience
- Independently handle customer inquiries from consultation through implementation
- Explain complex topics clearly and in a way that is appropriate for the target audience
- Actively contribute to the continued development of services and processes
Requirements
What you’ll need- Completed vocational training, a university degree or relevant experience in customer consulting, insurance, banking, financial services or customer service
- Career changers with a strong service orientation and an interest in financial topics are welcome
- Enjoy working with people and providing consultative support
- Structured, independent and solution-oriented approach to work
- Very good command of German
- Confident using digital tools, CRM systems and modern communication channels
Benefits
Comp & perks- Flexible working hours
- Modern office in Fuerteventura or remote work from the Canary Islands
- Up to 4 weeks of EU workation per year
- Flights and accommodation if choosing the Munich location during EU workation
- 30 days of annual leave
- Permanent contract
- Private supplementary health insurance
- Above-average salary compared with local market standards
- Support with obtaining an NIE number and handling administrative procedures
- Space for creative ideas and independent work
- Above-average career development opportunities