Conseiller/ère en prévoyance (débutant·e) – hybride/télétravail
$18,000–$90,000 year
RemoteSwitzerland or Saint Saphorin, Canton de Vaud, Switzerland
Switzerland or Saint Saphorin, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Analyze client needs and propose savings or pension plans including 3a/3b, ETFs, and fund portfolios. Conduct online or in-person appointments, manage CRM documentation, and grow the portfolio through recommendations and follow-up. This role focuses on financial advice without selling insurance products. Candidates must be French-Swiss border residents with a valid G permit. Training and certification costs are covered, with flexible hybrid or remote schedules and a career path from junior to senior levels.
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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