Anlage- & Vorsorgeberater (Homeoffice möglich) · 10–60 % · Homeoffice

Advise private and business clients on pension, savings, and investment solutions, focusing on 3a/3b accounts, ETF savings plans, and pension funds while excluding insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with CRM follow-up and ongoing account maintenance. Manage the full sales cycle from initial consultation to recommendation generation and retention. Full-time or part-time role with flexible hours and hybrid work options available. Convit offers free VBV training, modern tools, and a clear career path from junior to team lead.