Customer Advisor – Finance & Insurance

🔥 1 minute ago

🇪🇸 Spain – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 13%

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ValueNet Group

WebsiteLinkedInAll Job Openings

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 finances • Serve as a point of contact by phone, email and digital channels • Ensure an excellent customer experience • Handle customer inquiries independently, from consultation through implementation • Explain complex topics in a clear, audience-appropriate manner • Actively contribute to the ongoing development of services and processes

🎯 Requirements

• Completed vocational training, a degree or relevant experience in customer advisory services, 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 advisory support • Structured, independent and solution-oriented approach to work • Excellent German language skills • Confident use of 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 • Flights and accommodation provided when choosing the Munich location during EU workation • 30 days of annual leave • Permanent employment contract • Supplementary private health insurance • Above-average salary compared with local market standards • Support with obtaining an NIE number and handling administrative procedures • Welcoming local team • Exciting and varied responsibilities • Scope for creative ideas and independent work • Above-average career development opportunities

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