Convit logo
ConvitPosted 1 month ago

Conseiller/ère en investissements & prévoyance (junior)

$18,000–$90,000 year

RemoteSwitzerland or Rivaz, Canton de Vaud, Switzerland

Full TimeEntry LevelSmall

Job Summary

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online and in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses on investment and pension advice without selling insurance products. Candidates must hold a valid French border crossing permit (Permis G) and possess strong French communication skills (B2+). The position offers free VBV training and certification support, flexible hybrid schedules, and a clear career path from junior to senior levels within the Convit Central team.

Required Qualifications

  • Frontalier
  • Permis G valide
  • Attestation de permis G
  • Statut frontalier
  • Français (B2+)
  • Contrat CDI
  • Sens du relationnel
  • Rigueur
  • Autonomie

Desired Qualifications

  • Expérience vente
  • Expérience service
  • Reconversion
  • Certification VBV
  • Formation VBV

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce