Backoffice / terrain – support prévoyance (reconversion)

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and follow-up. This role focuses on financial and pension consulting without selling insurance products. Candidates work remotely or hybrid depending on activity, with flexible hours and a career path from junior to senior. Certification training is provided, and the team offers coaching and mentoring within a solid backoffice environment.