Coach en prévoyance (horaires flexibles)
$18,000–$90,000 year
RemoteSwitzerland or Assens, Canton de Vaud, Switzerland
Job Summary
Conduct financial and pension planning consultations for clients, focusing on 3a/3b solutions, ETF savings plans, and budget optimization. Lead online and in-person meetings to analyze client needs, develop portfolios through recommendations, and manage CRM documentation and follow-up. Deliver personalized advice regarding provident funds without selling insurance products. Frontaliers with a valid Permis G are required; candidates must be based in Switzerland or the French-speaking region of the Léman area. This role offers flexible hours, a hybrid work arrangement, and free VBV training leading to certification. Based at Convit Central GmbH in Renens, the position supports a career path from junior to senior levels within a solid backoffice environment.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- Certification VBV
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
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