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Customer Advisor – Finance & Insurance
ValueNet Group. Advise employees on financial wellbeing, insurance, retirement planning and financial matters .
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. Proficient in managing customer inquiries and utilizing digital tools and CRM systems to enhance the advisory experience.
Highest-signal resume keywords
Financial Wellbeing AdvisoryCustomer Service ExperienceExcellent German Language SkillsDigital Tools ProficiencyCRM Systems Knowledge
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 AdvisoryInsurance KnowledgeRetirement PlanningCustomer ConsultingBanking Experience
Soft Skills
Service OrientationCommunication SkillsSolution-Oriented ApproachInterpersonal Skills
Tools & Technologies
Digital Communication ChannelsCRM Systems
Industry Keywords
Financial ServicesCustomer ServiceInsurance
About the role
Key responsibilities & impact- Advise employees on financial wellbeing, insurance, retirement planning and financial matters
- Serve as a point of contact by phone, email and digital channels
- Ensure an excellent customer experience
- Independently manage customer inquiries from consultation through implementation
- Explain complex topics clearly and in a way that is appropriate for the target audience
- Contribute to the ongoing development of services and processes
Requirements
What you’ll need- Completed vocational training, 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 advisory services
- Structured, independent and solution-oriented approach to work
- Excellent German language skills
- Confident use of 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
- Flight and accommodation provided when choosing the Munich location during the EU workation
- 30 days of annual leave
- Permanent employment contract
- Private supplementary health insurance
- Above-average salary compared with local market standards
- Support with obtaining an NIE number and handling administrative procedures
- Opportunities for professional development