Customer Advisor – Finance, Insurance

Jobtailor; Islas Canarias; Presencial; EUR 32.000 - 42.000; Jornada completa

Descripción de la vacante

Jobtailor in the Canary Islands, Spain, seeks a client advisor to guide employees on financial wellbeing, insurance, and retirement provision. You will communicate via phone, email and digital channels, assisting from initial inquiry to implementation and tailoring explanations to the audience.

The role requires strong service orientation, comfort with financial topics, and excellent German language skills, with robust experience using CRM systems and digital tools to enhance client interactions.

Formación

• 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

Responsabilidades

• 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

Conocimientos

German language proficiency

Customer service orientation

Structured working style

Independent problem solving

Interpersonal skills

Educación

Vocational training or university degree or relevant experience in customer advising

Herramientas

CRM systems

Digital tools

Descripción del empleo

• 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