Conseiller/ère en investissements & prévoyance (junior)
$18,000–$90,000 year
RemoteSwitzerland or Rivaz, Canton de Vaud, Switzerland
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
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