Conseiller/ère en prévoyance (débutant·e) – hybride/télétravail
$18,000–$90,000 year
RemoteSwitzerland or Port, Canton de Berne, Switzerland
Switzerland or Port, Canton de Berne, SwitzerlandRemoteFull Time$18,000–$90,000 yearLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and follow-up. This entry-level role focuses exclusively on financial and pension advice without selling insurance products. Candidates must hold a valid G-permit as a cross-border worker. The position offers free VBV training and certification support, flexible hybrid schedules, and a career path from junior to senior. Located in Biel/Bienne, Switzerland, with remote options.
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
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