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Customer Advisor – Finance, Insurance
ValueNet GroupKundenberater für Finanzen und Versicherungen beim deutschen Mitarbeiter-Benefits-Anbieter ValueNet. Beratung von Kundenmitarbeitenden zu Vorsorge, Absicherung, Finanzen und Financial Wellbeing über digitale Kanäle.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, customer service, and effective communication, with a strong focus on client engagement and solution-oriented approaches. Proficient in utilizing digital tools and CRM systems to enhance service delivery.
Highest-signal resume keywords
Financial Wellbeing AdvisingCustomer 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 AdvisingInsurance KnowledgeRetirement ProvisionCustomer Inquiry HandlingService Development
Soft Skills
Strong Service OrientationEffective CommunicationStructured Working StyleIndependent Problem SolvingInterpersonal Skills
Tools & Technologies
Digital Communication ChannelsCRM Systems
Industry Keywords
BankingFinancial ServicesCustomer AdvisingInsurance
About the role
Key responsibilities & impact- Advise client employees on financial wellbeing, insurance, retirement provision and finance
- Serve as a point of contact via phone, email and digital channels
- Independently handle customer inquiries from initial consultation through implementation
- Explain complex topics clearly and in a way that suits the target audience
- Contribute to the development of services and processes
Requirements
What you’ll need- Completed vocational training, university degree or relevant experience in customer advising, insurance, banking, financial services or customer service
- Career changers with a strong service orientation and an interest in financial topics are welcome
- Enjoy interacting with people and working in an advisory capacity
- Structured, independent and solution-oriented working style
- Very good 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 & accommodation when choosing the Munich location
- 30 days of vacation
- Permanent contract
- Private supplementary health insurance
- Above-average salary compared to national standards
- Support with obtaining an NIE number and with administrative procedures
- Friendly on-site team
- Space for creative ideas and autonomous working
- Above-average development opportunities