Coach financier/ère (junior) – mentoring
$18,000–$90,000 year
RemoteSwitzerland or Mollens, Canton de Vaud, Switzerland
Switzerland or Mollens, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and develop the portfolio through recommendations and ongoing follow-up. This junior coaching role focuses exclusively on financial advice and pension optimization without insurance product sales. The position offers free VBV training and certification support, with flexible hybrid hours and a career path from junior to senior. Based in Mollens, Switzerland, serving the Léman region.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Formation VBV
- Certification VBV
- Reconversion
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