- Advise employees on financial wellbeing, insurance, retirement planning and personal finance
- Serve as a point of contact via phone, email and digital channels
- Independently manage customer inquiries from consultation through implementation
- Explain complex topics clearly and in a way that is tailored to the target audience
- Contribute to the ongoing development of services and processes
Requirements
- Completed vocational training, a university degree or relevant experience in customer advisory, insurance, banking, financial services or customer service
- Career changers with a strong service orientation and an interest in financial topics are welcome
- Enjoy working with people and providing advice
- Structured, independent and solution-oriented approach to work
- Excellent German language skills
- Confident using digital tools, CRM systems and modern communication channels
Core Competencies
Demonstrates expertise in financial wellbeing, insurance, and retirement planning while effectively advising clients through various communication channels. Proficient in using digital tools and CRM systems to manage customer inquiries and enhance service delivery.
Highest-signal resume keywords
- Financial Wellbeing Advisory
- Customer Service Experience
- Excellent German Language Skills
- Digital Tools Proficiency
- Insurance Knowledge
Hard Skills
- Financial Advisory
- Insurance Planning
- Retirement Planning
- Customer Inquiry Management
- Consultation Skills
Soft Skills
- Service Orientation
- Communication Skills
- Solution-Oriented Approach
- Interpersonal Skills
Industry Keywords
- Banking
- Financial Services
- Customer Advisory
- Vocational Training
- University Degree
Tools & Technologies
- CRM Systems
- Digital Communication Channels
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Customer Advisor – Finance & Insurance Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
