Customer Advisor (m/f/d) – Career with Future and Perspective (German Speaking)

About the position

Are you communicative, enjoy working with people, and want to support others in achieving their financial goals?
Then start now as a Customer Advisor (m/f/d) in an environment that offers you structure, security, and real development opportunities.

In this role, you will advise private clients individually on topics such as insurance, retirement planning, and asset building. You will use modern digital tools, a proven system, and benefit from a strong team that will support you – from day one.

Your tasks

• Active consultation and support of private clients

• Analysis of personal situation and financial goals

• Development of individual concepts in the areas of insurance, retirement planning, and asset building

• Building and maintaining long-term customer relationships

• Use of digital consulting tools and modern communication channels

What we offer you

• Comprehensive induction and practical training

• A proven success system with clear structures and tried-and-tested processes

• High flexibility in your work design

• Modern tools for efficient, location-independent work

• Personal support from experienced mentors

• Attractive income prospects based on performance

Our values

• Reliability: We keep our promises – for clients and colleagues.

• Clear structures: Defined processes create orientation and security.

• Team spirit: We work together towards goals and celebrate successes together.

• Completed commercial apprenticeship or comparable qualification (desirable)

• Interest in finance and consulting topics

• Enjoyment of working with people and strong communication skills

• Initiative, reliability, and a desire to take responsibility