Berater Altersvorsorge (Teilzeit/Nebenjob) · Festanstellung
$18,000–$90,000 year
HybridUster, Zurich, Switzerland
Uster, Zurich, SwitzerlandHybridPart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions such as 3a/3b, ETF savings plans, and pension funds. Analyze client needs, create financial concepts and offers without traditional insurance products, and conduct online and in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete the mandatory VBV training program with full cost coverage and work in a hybrid environment with flexible hours.
Required Qualifications
- Deutsch (B2+)
- Quereinsteiger willkommen
- Erfahrung in Verkauf/Service von Vorteil
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich)
- Moderne Beratungstools, starkes Backoffice & Mentoring
- Flexible Arbeitszeiten, Homeoffice/Hybrid
- klarer Karrierepfad (Junior → Senior → Teamlead)
- Incentives: jährlicher 5‐Sterne‐Trip für Top‐Performer
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.