Customer Advisor, Full Time – German-speaking
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Kundenberater für Finanzplanung und Vorsorgeberatung in Deutschland. Betreuung neuer und bestehender Kunden, strukturierte Dokumentation und Entwicklung maßgeschneiderter Lösungen.
Responsibilities:
- Guide new clients from initial contact through to individualized financial planning
- Conduct advisory meetings, analyze protection and retirement needs, and develop tailored solutions
- Work according to established standards, document processes, and ensure smooth execution
- Serve as the primary point of contact, respond to client inquiries reliably, and maintain strong customer relationships
- Structure processes, support the team, and continuously optimize workflows
Requirements:
- High school diploma (Abitur) or completed commercial/vocational training, or an equivalent/higher qualification
- Residence in Germany
- Structured, responsible, and solution-oriented working style
- Reliable, professional, and friendly communication – in person, by phone, and digitally
- Willingness to work within clear systems and defined procedures
- Take responsibility for your own area and complete tasks thoroughly
- Experience in customer advisory, sales, or financial services is a plus but not required
Benefits:
- Comprehensive, hands-on onboarding with clear guidelines and tools
- Performance-based compensation – with uncapped upside
- Option to work remotely with a clear results focus
- Digital tools
- Clear processes and an environment that promotes efficiency and growth
Similar Jobs
Danish Speaking Customer Advisor
Customer Support Representative assisting Danish clients with smart home products. Fully remote role based in Portugal with focus on support and problem-solving.
Czech Speaking Customer Advisor
Remote Support Specialist assisting Czech-speaking customers with technical issues for a tech brand. Managing support cases through effective communication and documentation.
Dutch Speaking Customer Advisor
Digital Financial Solutions Specialist supporting a leading fintech firm with high-touch customer care. Engaging in omnichannel client relations and managing nuanced financial inquiries while working remotely from Portugal.
French Speaking Customer Advisor
French Speaking Customer Advisor providing support for premium consumer electronics tech brand. Offering flexible remote work in Greece with an emphasis on customer experience.
No more related jobs available.