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About the Role
As a Customer Advisor, you will ensure professional support for our clients from the initial consultation to long-term care. Your role is central to our Hamburg team, working with clear processes, reliable documentation, and ensuring seamless communication and top-level advice.
Responsibilities
- Customer onboarding: Accompany new clients from initial contact to individual financial planning in a clear, understandable, and structured manner.
- Financial advice & support: Conduct consultations, analyze insurance and retirement needs, and develop tailored solutions.
- Documentation & processes: Work according to established standards, maintain clean processes, and ensure smooth execution.
- Communication & follow-up: Act as the central point of contact, respond to inquiries reliably, and foster stable customer relationships.
- Team & structure: Bring order to processes, support your team, and contribute to the continuous optimization of workflows.
Requirements
- You have a high school diploma (Abitur), a completed commercial apprenticeship, or a comparable/higher degree.
- You reside in Germany.
- You work in a structured, responsible, and solution-oriented manner.
- You communicate reliably, professionally, and friendly – in person, by phone, and digitally.
- You are comfortable in clear systems and defined processes.
- You take responsibility for your area and complete tasks thoroughly.
- Experience in customer service, sales, or financial services is a plus, but not a prerequisite – your attitude is important.
Skills
- Clear processes
- Efficiency
- Results-oriented
- Structured work
- Reliable documentation
- Seamless communication
- Top-level advice
- Precise work
- Decision-making
- Performance-oriented environment
- Financial planning
- Financial analysis
- Solution development
- Process adherence
- Smooth execution
- Responsibility
- Communication
- Trust
- Digital tools
Location
- Hamburg
Work Type
- Remote work possible
- Results-focused
Experience Level
- Entry-level friendly (attitude is key)
Education Level
- Abitur
- Completed commercial apprenticeship
- Comparable/higher degree
Salary/Compensations
- Performance-based compensation – open-ended
Benefits
- Structured work environment: Clear processes, defined responsibilities, clean workflows.
- Systematic onboarding: Receive thorough, practical training with clear guidelines and tools.
- Reliable team: Collaboration based on responsibility, communication, and trust.
- Flexibility & focus: Possibility for location-independent work with a clear focus on results.
- Modern consulting culture: Digital tools, clear processes, and an environment that promotes efficiency and growth.
About the Company
- We value strong personalities who appreciate clear processes, efficiency, and results.
- We offer a binding, performance-oriented environment for professional development.