Kundenberater – Finanzen, Versicherung
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Job Description
Kundenberater für Finanz-, Versicherungs- und Vorsorgethemen beim deutschen Benefit-Anbieter ValueNet. Beratung von Kundenmitarbeitenden über Telefon, E-Mail und digitale Kanäle.
Responsibilities:
- Mitarbeitende der Kunden zu Financial Wellbeing, Versicherungen, Vorsorge und Finanzen beraten
- Als Ansprechpartner über Telefon, E-Mail und digitale Kanäle eine exzellente Customer Experience sicherstellen
- Kundenanfragen eigenständig von der Beratung bis zur Umsetzung bearbeiten
- Komplexe Themen verständlich und zielgruppengerecht erklären
- An der Weiterentwicklung von Services und Prozessen mitwirken
Requirements:
- Abgeschlossene Ausbildung, Studium oder relevante Erfahrung in Kundenberatung, Versicherung, Banking, Finanzdienstleistung oder Customer Service
- Quereinsteiger mit starker Serviceorientierung und Interesse an Finanzthemen willkommen
- Freude am Umgang mit Menschen und an beratenden Tätigkeiten
- Strukturierte, eigenständige und lösungsorientierte Arbeitsweise
- Sehr gute Deutschkenntnisse
- Sicherer Umgang mit digitalen Tools, CRM-Systemen und modernen Kommunikationskanälen
Benefits:
- Flexible Arbeitszeiten
- Modernes Büro auf Fuerteventura oder remote auf den kanarischen Inseln
- Bis zu 4 Wochen EU-Workation pro Jahr
- Flug & Unterkunft bei Wahl des Standorts München
- 30 Urlaubstage
- Unbefristeter Vertrag
- Private Zusatzkrankenversicherung
- Überdurchschnittliches Gehalt im Landesvergleich
- Unterstützung bei der NIE-Nummer & Behördengängen
- Herzliches Team vor Ort
- Berufliche Weiterentwicklungsmöglichkeiten
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