Backoffice / terrain – support prévoyance (reconversion)
$18,000–$90,000 year
RemoteSwitzerland or Morges, Vaud, Switzerland
Switzerland or Morges, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings or providence plans (3a/3b, ETFs, funds) to drive portfolio development. Conduct online or in-person appointments, manage follow-ups, and maintain CRM documentation. This role focuses on financial advice without selling insurance products. Candidates must be Swiss-French border residents with a valid Permis G. The position offers a CDI contract with flexible hours and training leading to VBV certification. Located in Morges/Renens, the team provides coaching and a clear career path from junior to senior levels.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Certification VBV
- Reconversion
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