Conseiller/ère en prévoyance & épargne (junior)
$18,000–$90,000 year
RemoteSwitzerland
SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) tailored to budget optimization. Conduct online or in-person appointments, manage CRM documentation, and grow the portfolio through recommendations and follow-up. This junior role within Convit Central GmbH focuses on financial and pension advice without selling insurance products. Candidates must be French-Swiss border residents with a valid G permit.
Required Qualifications
- Frontalier avec un permis G valide
- Statut frontalier
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
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