About the job
Are you a determined individual who values clear processes, efficiency, and results?
Then you are exactly who we are looking for!
As a Customer Advisor, you will ensure that our clients receive professional support from the initial consultation through to long-term care.
Your role is pivotal for our team in Hamburg: you will work with established processes, maintain thorough documentation, and guarantee seamless communication and top-tier advisory services.
If you take pride in precise work, make confident decisions, and thrive in a committed, performance-oriented environment, this position is tailor-made for you.
Your Responsibilities
Customer Onboarding: You will guide new clients from the first contact to personalized financial planning – clearly, understandably, and systematically.
Financial Advisory & Support: You will conduct advisory meetings, analyze insurance and retirement needs, and develop customized solutions.
Documentation & Processes: You will adhere to standard procedures, ensure clean processes, and guarantee smooth transactions.
Communication & Follow-Up: You will be the central point of contact, respond to inquiries reliably, and maintain strong customer relationships.
Team & Structure: You will bring order to processes, support your team, and contribute to the continuous optimization of our operations.
What We Offer You
Structured Work Environment: Clear processes, defined responsibilities, and organized operations.
Systematic Onboarding: You will receive thorough, practical onboarding with clear guidelines and tools.
Reliable Team: Everyone knows their role – collaboration is based on responsibility, communication, and trust.
Career & Income: Performance-based compensation – unlimited potential for growth.
Flexibility & Focus: Opportunity to work remotely with a clear focus on results.
Modern Advisory Culture: Digital tools, clear processes, and an environment that promotes efficiency and growth.