Feelgood-Manager / Kundenberater (all genders) - Fokus Financial Wellbeing - auf den kanarischen Inseln
Core
First point of contact for customers' employees regarding financial benefits, insurance, and provision (B2C), combining empathic advice with technical expertise.
Role type
B2C financial advisor / customer consultant
Builds
Financial wellbeing services, insurance products, and employee benefits
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial/insurance/banking background, B2C customer advisory experience, CRM tools proficiency, independent work
Preferred skills
None stated
Technologies
CRM tools, digital applications
Responsibilities
Advise customers individually on financial wellbeing, insurance, and benefits; Handle customer inquiries via phone, email, and virtual channels; Process service requests from consultation to implementation; Explain complex financial and insurance topics clearly; Contribute to the development of services and processes in financial wellbeing