Customer Advisor – Full-time, German

Responsibilities

• Customer onboarding: You guide new clients from the initial contact through to individualized financial planning — clearly, understandably and in a structured manner.
• Financial advice & support: You conduct advisory meetings, analyse protection and retirement needs, and develop tailored solutions.
• Documentation & processes: You work according to established standards, keep procedures well documented and ensure smooth execution.
• Communication & follow-up: You are the central point of contact, respond to inquiries reliably and maintain stable client relationships.
• Team & structure: You bring order to processes, support your team and contribute to the continuous optimisation of our workflows.

Qualifications

• You have a secondary school leaving certificate (Abitur) or a completed commercial apprenticeship, or a comparable/higher qualification.
• You are resident in Germany.
• You work in a structured, responsible and solution-oriented way.
• You communicate reliably, professionally and courteously — in person, by phone and digitally.
• You feel comfortable working within clear systems and defined processes.
• You take responsibility for your area and complete tasks thoroughly.
• Experience in customer advisory, sales or financial services is a plus but not a requirement — your attitude is what matters.