Customer Advisor – Finance & Insurance

🔥 14 hours ago

🇪🇸 Spain – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 13%

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🗣️🇩🇪 German Required

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Logo of ValueNet Group

ValueNet Group

51 - 200 employees

Founded 1999

🏥 Healthcare

🛡️ Insurance

📣 Marketing

Healthcare • Insurance • Marketing

ValueNet Group is a provider of comprehensive HR solutions focused on employee benefits. Their platform, ValueNet, offers a multi-flex benefits portal that allows employees to select from a wide array of flexible benefits tailored to their needs, such as leasing options, bonuses, and health allowances. With over 22 years of experience, ValueNet integrates modern technologies, including AI, to streamline benefit processes and improve employee satisfaction and employer branding. They offer an all-inclusive service that caters to HR departments, incorporating legal and compliance services, and providing a customizable and automated digital solution for managing benefits and payroll integration.

📋 Description

• Advise employees of client companies on financial wellbeing, insurance, retirement planning, and personal finance • Support customers by phone, email, and digital channels • Ensure an excellent customer experience • Independently handle customer inquiries from initial consultation through implementation • Explain complex topics clearly and in a target-group-oriented manner • Proactively contribute to the continuous improvement of services and processes

🎯 Requirements

• Completed vocational training, a university degree, or relevant experience in customer consulting, 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

🏖️ Benefits

• Flexible working hours • Modern office in Fuerteventura or remote work from the Canary Islands • Up to 4 weeks of EU workation per year • Flight and accommodation provided when choosing the Munich location • 30 days of annual leave • Permanent employment contract • Private supplementary health insurance • Above-average salary compared with local market standards • Support with obtaining an NIE number and handling administrative procedures • Dynamic, innovative working environment • Scope for creative ideas and independent work • Above-average career development opportunities

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