Conseiller capitalisation junior – horaires flexibles
$18,000–$90,000 year
RemoteSwitzerland or Cornaux, Neuchâtel, Switzerland
Switzerland or Cornaux, Neuchâtel, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Conduct financial and pension planning consultations for private clients, focusing on 3a/3b plans, ETF savings, and retirement budgeting. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Execute both online and in-person appointments based on geographic zone while building structured, long-term client relationships. Perform duties at Convit Central GmbH in Biel/Bienne, Switzerland, with flexible hours and hybrid work options. No insurance products are sold.
Required Qualifications
- Français (B2+)
- Permis G valable obligatoire
- Aisance relationnelle
- Discipline
- Sens du contact
- Motivation à apprendre
- Intérêt marqué pour la finance personnelle, la prévoyance et la relation de confiance
- Possibilité d'effectuer gratuitement la formation VBV et d'obtenir une certification VBV
Desired Qualifications
- Reconversion bienvenue
- Expérience en vente, service client ou conseil
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