Conseiller en prévoyance (hybride) entrée sans expérience

Conduct private pension and savings planning consultations, focusing on 3a/3b plans, ETF savings, and retirement budgeting for individual clients. Analyze client needs, prepare tailored financial proposals, and manage case follow-up within the CRM. Execute both online and in-person appointments based on geographic zones while building structured, long-term client relationships. No insurance products are sold. Full training on financial advising and VBV certification is provided, with mentoring and modern digital tools. Flexible hybrid work hours are available, and candidates from French-speaking Switzerland or France (with a valid G license) are welcome to apply.