Kundenberater (all genders) – Finanzen & Versicherung
Hybrid
Core
First point of contact for employees of clients on topics like financial wellbeing, insurance, provision, and financial planning.
Role type
Customer advisor (finance & insurance)
Builds
Customer support services and financial advice
Domain
Finance & Insurance
Deliverable
client delivery
Required skills
Financial planning, insurance, customer service, CRM systems, digital tools, German (fluent)
Responsibilities
Advise clients on financial wellbeing, insurance, and provision; handle customer inquiries across phone, email, and digital channels; explain complex topics clearly; contribute to service and process development.