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ConvitPosted 1 month ago

Coach en prévoyance (horaires flexibles)

$18,000–$90,000 year

RemoteSwitzerland or Assens, Canton de Vaud, Switzerland

Full TimeSmall

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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