Coach en prévoyance (horaires flexibles)
$18,000–$90,000 year
RemoteSwitzerland or Crissier, Vaud, Switzerland
Switzerland or Crissier, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose 3a/3b savings plans, ETFs, and pension funds while conducting online and in-person meetings. Manage CRM documentation and grow portfolios through recommendations and ongoing follow-up. This role focuses exclusively on financial planning without selling insurance products. Candidates must be Swiss-French residents with a valid G permit. We offer free VBV training leading to certification, flexible hours, and a clear career path from junior to senior. Located in Renens, Switzerland, with hybrid work options.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français B2+
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
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