ValueNet Group logo
ValueNet Group

Wir machen Mitarbeiter glücklich

Customer Advisor – Finance, Insurance

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200Since 1999H1B No SponsorCompany SiteLinkedIn

Location

Spain

Posted

2 days ago

Salary

0

Seniority

Senior

Associate DegreeExperience acceptedGerman

Job Description

Customer Advisor – Finance, Insurance

ValueNet Group

• 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

Job Requirements

  • 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

Benefits

  • 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

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