Berater Altersvorsorge (Junior) 3a/3b, Hybrid
$18,000–$90,000 year
HybridKonolfingen, Bern, Switzerland
Konolfingen, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts, then conduct counseling sessions online and in person. Document all follow-ups accurately in the CRM while maintaining and expanding existing client relationships. This entry-level advisory role at Convit Central GmbH in Schönbühl, Switzerland, focuses exclusively on retirement and financial solutions for aspiring advisors.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
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