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

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