Berater Sparen & Vorsorge (Teilzeit) · Festanstellung
$18,000–$90,000 year
HybridSuhr, Aargau, Switzerland
Job Summary
Advise private and business clients on savings, pension, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and pension funds while excluding insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments with subsequent CRM follow-ups. Maintain existing portfolios, generate recommendations, and ensure timely client engagement. Quereinsteiger are welcome; the role offers a full VBV training program, modern tools, and a clear career path from Junior to Team Lead. Located in Rothrist, Switzerland, with hybrid work options available.
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
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