Berater Budget & Planung (Teilzeit/Nebenjob) · Mentoring & Tools
$18,000–$90,000 year
RemoteSwitzerland or Rothrist, Aargau, Switzerland
Switzerland or Rothrist, Aargau, SwitzerlandRemotePart Time$18,000–$90,000 yearSmall
Part TimeSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions, including 3a/3b plans, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers, excluding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain existing portfolios, and generate recommendations. Work remotely or in hybrid settings with flexible hours, supported by free VBV training, modern tools, and strong mentoring.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
- Erfahrung in Verkauf/Service von Vorteil
Desired Qualifications
- Erfahrung in Verkauf/Service
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