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DPA Professionals

2 months ago

Customer Advisor Banks, Insurance & Pensions

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Company information

Company
DPA Professionals
Location
Nederland, Provincie Utrecht, Utrecht Netherlands
Posted
2 months ago
View all jobs at DPA Professionals

Job description

Do you want to grow in customer contact and financial services?

As a Customer Advisor at DPA, you genuinely help customers with questions about banking, insurance, and pensions. You work at leading organizations and develop yourself with training and Wft certificates.

This is what you will do

You are the first point of contact for customers and ensure a personal and professional customer experience. You help customers with questions and offer clear solutions.


Your tasks:

  • Advising and guiding customers with questions about banking products, insurance, and pensions.
  • Determining customer needs and translating them into suitable solutions.
  • Initially, the focus is on telephone customer contact. Afterward, you will expand your tasks with written customer contact and more complex files.
  • Assessing and processing applications and changes, even if they are not standard.
  • Conducting solution-oriented conversations, such as retention and payment arrears conversations.
  • Ensuring correct administrative processing of customer data, quotes, and contracts.
  • Working according to laws and regulations (Wft) and internal quality guidelines.
You are fit for the job if you...

You get energy from customer contact and want to develop yourself within financial services. You communicate clearly and think in solutions.
This is what you bring:

  • At least a completed MBO 4 (with relevant experience) or HBO education.
  • Experience with customer contact, for example in services, hospitality, a call center, or the financial sector.
  • Strong oral and written communication skills in Dutch.
  • Affinity with banking, insurance, and/or pensions.
  • Willingness to obtain Wft certificates (or you already have them).
This is what we offer you

You will receive ample guidance, challenges, and you will have control over your own career. The focus is on personal development and professional knowledge. Furthermore, we offer:

  • Salary starting from 2,970,- euro (incl. holiday pay) gross per month based on 40 hours;
  • Up to 500,- euro extra on your monthly salary upon obtaining your Wft certificates;
  • A net home working allowance;
  • An unlimited training budget for obtaining Wft certificates and competency-based training;
  • No hassle with repayment; if you unexpectedly leave, you do not have to repay the training budget;
  • Referral bonus up to 1,000,- euro for bringing in new colleagues.


  • Travel worry-free with NS-Business Card or mileage allowance
  • Permanent contract. Or you will work towards it
  • Develop yourself unlimitedly with Team EIFFEL Academy training
  • Boost your salary with our various bonuses
  • Start your workday on 2 wheels. Lease an (electric) bike and stay active
  • With 25 vacation days, you have all the time for your adventures
  • A solid foundation for your future with our pension scheme
  • Hybrid working: at home, at your client and in our Clubhouse
This is us

Working at DPA means building a strong CV. At DPA, you work in permanent employment and undertake assignments at leading organizations and well-known brands. This way, you quickly take steps within great companies, while benefiting from variety and security. You will have ample opportunity to develop yourself with education, training, and personal guidance. Each assignment contributes to your growth, expertise, and network. DPA is thus the place to gain experience, fulfill your ambitions, and give your career a solid boost.

Have you become enthusiastic? Apply quickly! You will receive a response from us within a few days. Do you have any questions about this vacancy first? Feel free to call or app Denise, the Recruitment Business Partner at DPA.


#LI-DV1

These skills come in handy
  • Wet op het financieel toezicht (Wft)
  • Communication skills
  • Administrative skills

Required skills

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