Backoffice / terrain – support prévoyance (reconversion)
$18,000–$90,000 year
RemoteSwitzerland or Brügg, Bern, Switzerland
Switzerland or Brügg, Bern, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings or providence plans (3a/3b, ETF, funds) while conducting online or in-person meetings. Manage CRM documentation, follow up on recommendations, and grow the portfolio through ongoing client support. This role focuses on financial and providence consulting without insurance product sales, serving clients in the Léman region via Convit Central GmbH. Candidates may work remotely or hybrid depending on activity, with flexible hours and a clear path from junior to senior.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
- Certification VBV
- Formation VBV
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