Customer Consultant – Finance, Insurance

ValueNet Group

Customer Consultant providing financial advice and insurance support. Focusing on enhancing the customer experience through various digital communication channels.

Posted 7/31/2026full-timeRemote • 🇪🇸 SpainMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer advisory within financial services, with a strong focus on Financial Wellbeing, insurance, and pensions. Proficient in using digital tools and CRM systems to enhance customer experience and streamline processes.

Highest-signal resume keywords

Customer AdvisoryFinancial WellbeingCRM SystemsGerman Language ProficiencyInsurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInsurance KnowledgePension AdvisoryCustomer ServiceConsultation Skills

Soft Skills

Interpersonal SkillsSolution-Oriented ApproachStructured Work Style

Tools & Technologies

Digital ToolsCRM SystemsModern Communication Channels

Industry Keywords

Financial ServicesBankingCustomer ExperienceVocational TrainingUniversity Degree

About the role

Key responsibilities & impact

Advise employees of our client companies on topics such as Financial Wellbeing, insurance, pensions and personal finances
Serve as a point of contact across multiple channels (phone, email, digital) delivering an excellent customer experience
Independently handle customer inquiries – from consultation through to implementation
Explain complex topics clearly and tailored to the target audience
Actively contribute to the ongoing development of our services and processes

Requirements

What you’ll need

Completed vocational training, a university degree or relevant experience in customer advisory, insurance, banking, financial services or customer service
Enjoy working with people and providing advisory support
Work in a structured, independent and solution-oriented manner
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 within the Canary Islands
Workation with benefits: Up to 4 weeks of EU workation per year – including flight & accommodation when choosing Munich as the location
Fair conditions: 30 days of annual leave, permanent contract & private supplementary health insurance
Attractive compensation: Above-average salary compared to national benchmarks
Easy start: Assistance with obtaining an NIE number & administrative processes, plus a friendly on-site team