Customer Advisor – Full-Time, German-Speaking

🔥 4 minutes ago

🇩🇪 Germany – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Customer Advisor

👻 Ghost score 10%

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🗣️🇩🇪 German Required

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Logo of HORBACH

HORBACH

501 - 1000 employees

Founded 1983

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

HORBACH is a German financial advisory firm founded in 1983 that provides personalized financial planning, insurance and investment solutions for private and corporate clients. The company offers services including retirement planning, mortgage financing, income protection, wealth accumulation and asset protection, and sells insurance products such as health, life, liability, home contents and legal expenses coverage. HORBACH operates nationwide with dozens of regional centers, specializes in advising professionals (physicians, teachers, civil servants), and also provides corporate consulting services like company pension management and corporate financing.

📋 Description

• Guide new customers from initial contact through to personalized financial planning. • Conduct consultations, assess insurance and retirement planning needs, and develop tailored solutions. • Work according to established standards and document processes reliably. • Ensure smooth and efficient execution. • Serve as the primary point of contact and respond to customer inquiries with clarity and professionalism. • Maintain strong customer relationships through consistent follow-up. • Structure processes and support the team. • Contribute to the continuous improvement of workflows.

🎯 Requirements

• High school diploma, completed commercial apprenticeship, or an equivalent or higher-level qualification. • Residence in Germany. • Structured, responsible, and solution-oriented approach to work. • Reliable, professional, and friendly communication—in person, by phone, and digitally. • Confident working with clear systems and defined processes. • Willingness to take responsibility for your area and complete tasks thoroughly. • Experience in customer consulting, sales, or financial services is a plus but not required.

🏖️ Benefits

• Structured work environment: clear processes, defined responsibilities, and well-organized workflows. • Comprehensive, hands-on onboarding with clear guides and tools. • Reliable team culture based on accountability, communication, and trust. • Performance-based compensation with uncapped earning potential. • Opportunity to work remotely, regardless of location, with a clear focus on results. • Digital tools and a modern advisory culture. • Environment that promotes efficiency and growth.

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