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Customer Advisor – Finance & Insurance
ValueNet Group. Advise employees 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 digital tools. Capable of independently managing customer inquiries and contributing to service development.
Highest-signal resume keywords
Financial Wellbeing AdvisoryCustomer Service ExperienceGerman Language ProficiencyDigital 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 ConsultingPersonal Finance
Soft Skills
Service OrientationCommunication SkillsProblem-SolvingIndependent WorkStructured Approach
Tools & Technologies
Digital Communication ChannelsCRM Systems
Industry Keywords
BankingFinancial ServicesCustomer Service
About the role
Key responsibilities & impact- Advise employees on Financial Wellbeing, insurance, retirement planning and personal finance
- Ensure an excellent customer experience as a point of contact via phone, email and digital channels
- Handle customer inquiries independently, from consultation through implementation
- Explain complex topics clearly and in a way that is appropriate for the target audience
- Actively contribute to the ongoing 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 advisory services
- Structured, independent and solution-oriented approach to work
- Very good command of German
- 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
- Flights and accommodation when choosing the Munich location during 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 completing administrative procedures
- Welcoming local team
- Interesting and varied responsibilities
- Above-average opportunities for professional development