Customer Advisor, Full-Time
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Job Description
German-speaking customer advisor guiding clients through onboarding, financial planning, and insurance needs. Managing structured documentation, communication, and long-term customer relationships.
Responsibilities:
- Guide new customers from initial contact through personalized financial planning
- Conduct customer consultations
- Analyze insurance, protection, and retirement planning needs
- Develop tailored solutions
- Work according to established standards and maintain reliable documentation
- Ensure smooth and efficient processing
- Respond to customer inquiries and follow up as needed
- Build strong, long-term customer relationships
- Support the team and continuously optimize processes
Requirements:
- German Abitur (university entrance qualification), completed commercial training, or an equivalent or higher-level qualification
- Reside in Germany
- Structured, responsible, and solution-oriented approach to work
- Clear, professional, and friendly communication—in person, by phone, and digitally
- Willingness to work within clearly defined systems and processes
- Ability to take ownership and reliably complete tasks
- Experience in customer consulting, sales, or financial services is a plus but not required
Benefits:
- Structured workflows, clearly defined responsibilities, and streamlined processes
- Comprehensive, practical onboarding with clear guidelines and tools
- Reliable team environment built on accountability, communication, and trust
- Performance-based compensation with uncapped earning potential
- Opportunity to work remotely from any location, with a clear focus on results
- Digital tools and a modern consulting culture
- Environment that supports efficiency, growth, and career development
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