Anlage- & Vorsorgeberater (ohne Erfahrung) · Flexible Arbeitszeiten
$18,000–$90,000 year
HybridSchlieren, Zurich, Switzerland
Schlieren, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions such as 3a/3b, ETF savings plans, and providence funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain existing portfolios, and generate recommendations. A free VBV training program covers certification costs, supported by modern tools, strong back office, and mentoring. Flexible hours and hybrid work options are available, with a clear career path from junior to team lead.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- reliable CRM maintenance
Desired Qualifications
- Quereinsteiger
- Erfahrung in Verkauf/Service
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