Advise client employees on financial wellbeing, insurance, retirement provision and financeServe as a point of contact via phone, email and digital channelsIndependently handle customer inquiries from initial consultation through implementationExplain complex topics clearly and in a way that suits the target audienceContribute to the development of services and processesRequirementsCompleted vocational training, university degree or relevant experience in customer advising, insurance, banking, financial services or customer serviceCareer changers with a strong service orientation and an interest in financial topics are welcomeEnjoy interacting with people and working in an advisory capacityStructured, independent and solution-oriented working styleVery good German language skillsConfident use of digital tools, CRM systems and modern communication channelsCore CompetenciesDemonstrates 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 keywordsFinancial Wellbeing AdvisingCustomer Service ExperienceGerman Language ProficiencyDigital Tools ProficiencyCRM Systems KnowledgeATS Optimization KeywordsHard SkillsFinancial AdvisingInsurance KnowledgeRetirement ProvisionCustomer Inquiry HandlingService DevelopmentSoft SkillsStrong Service OrientationEffective CommunicationStructured Working StyleIndependent Problem SolvingInterpersonal SkillsIndustry KeywordsBankingFinancial ServicesCustomer AdvisingInsuranceTools & TechnologiesDigital Communication ChannelsCRM Systems
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📌 Customer Advisor – Finance, Insurance (Canarias)
🏢 Jobtailor
📍 Canarias