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 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/insurance/banking background, B2C customer advisory experience, CRM and IT system proficiency, German (fluent)
Preferred skills
Ability to explain complex financial topics simply, proactive service process improvement
Responsibilities
Advise customers individually on financial benefits, insurance, and provision; Handle customer inquiries via phone, written, and virtual channels; Process service requests independently from consultation to implementation; Contribute to the development of Financial Wellbeing services and processes