Conseiller 3a/3b junior horaires flexibles

Conduct financial and pension planning consultations for individuals, focusing on 3a/3b plans, ETF savings, and retirement budgeting. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule and execute both online and in-person appointments across the geographic zone to build structured, long-term client relationships. This role is based in Echallens, Switzerland, with flexible hours and hybrid work options. Candidates must have a B2+ French language proficiency. No insurance products are sold, and no fixed appointments are guaranteed.