Anlage- & Vorsorgeberater (Homeoffice möglich) · Flexible Arbeitszeiten
$18,000–$90,000 year
HybridMellingen, Aargau, Switzerland
Mellingen, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions such as 3a/3b, ETF savings plans, and pension funds. Analyze client needs, create financial concepts and proposals without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain existing portfolios, and generate recommendations. Complete training at Convit Central GmbH in Glattbrugg with flexible hours and home office options available.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
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