- 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

- 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

Core Competencies

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 Advising
- Customer Service Experience
- German Language Proficiency
- Digital Tools Proficiency
- CRM Systems Knowledge

ATS Optimization Keywords

Hard Skills

- Financial Advising
- Insurance Knowledge
- Retirement Provision
- Customer Inquiry Handling
- Service Development

Soft Skills

- Strong Service Orientation
- Effective Communication
- Structured Working Style
- Independent Problem Solving
- Interpersonal Skills

Industry Keywords

- Banking
- Financial Services
- Customer Advising
- Insurance

Tools & Technologies

- Digital Communication Channels
- CRM Systems

#J-18808-Ljbffr

📌 Customer Advisor – Finance, Insurance (Canarias)
🏢 Jobtailor
📍 Canarias