Conseiller en prévoyance junior (reconversion) mentoring & coaching

Conduct private pension and savings advisory for individuals, focusing on 3a/3b plans, ETF portfolios, and retirement budgeting. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule online and in-person appointments across the geographic zone to build structured, long-term client relationships. This junior advisory role at Convit Central GmbH in Coppet, Switzerland, requires French fluency (B2+) and welcomes career changers with sales or service experience. The position offers a fixed contract with a CHF 1500–7500 monthly OTE, flexible hybrid hours, and includes free internal training and VBV certification. No insurance products are sold; candidates must be self-motivated learners committed to personal finance planning.