Conseiller/ère en prévoyance (débutant·e) – hybride/télétravail
$18,000–$90,000 year
RemoteSwitzerland or Montreux, Vaud, Switzerland
Switzerland or Montreux, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) and conduct online or in-person appointments while managing CRM documentation. Develop portfolios through recommendations and ongoing follow-up. This entry-level advisory role focuses exclusively on finance and pension planning without selling insurance products. Candidates must hold a valid G-permit as a cross-border worker.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- Contrat CDI
- Analyser les besoins des clients
- Proposer un plan d'épargne/prévoyance (3a/3b, ETF, fonds)
- Conduire des rendez-vous
- Assurer le suivi et la documentation CRM
- Développer le portefeuille via recommandations et suivi
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
- Formation VBV
- Certification VBV
- Reconversion
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