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ConvitPosted 1 month ago

Conseiller/ère en prévoyance (débutant·e) – hybride/télétravail

$18,000–$90,000 year

RemoteSwitzerland or Aubonne, Vaud, Switzerland

Full TimeLicense Or CertificationSmall

Job Summary

Analyze client needs to propose savings and pension plans (3a/3b, ETFs) without selling insurance products. Conduct online or in-person meetings, manage CRM documentation, and grow portfolios through recommendations and follow-up. This role targets French-speaking frontiers with a valid G permit, offering free VBV training and certification support. Located in the Léman region with hybrid or remote options, the position provides a flexible schedule and a clear career path from junior to senior levels within a solid backoffice environment.

Required Qualifications

  • Frontalier avec un permis G valide
  • Statut frontalier
  • Français (B2+)
  • Contrat CDI
  • Sens du relationnel
  • Rigueur
  • Autonomie

Desired Qualifications

  • Expérience vente/service

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