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 counseling with technical expertise to ensure financial well-being.
Role type
B2C financial advisor / customer consultant
Builds
Financial well-being services, insurance products, and employee benefits
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial and insurance advisory, B2C customer service, complex topic explanation, CRM tools, independent work
Preferred skills
Background in finance, insurance, or banking
Technologies
CRM tools, digital applications
Responsibilities
Advise customers individually on financial benefits, insurance, and provision; Handle customer inquiries via phone, written, and virtual channels; Process service processes from consultation to implementation; Explain complex financial and insurance topics clearly; Contribute to the development of services and processes in financial well-being.