Conseiller/ère en retraite & 3a – parcours junior
$18,000–$90,000 year
RemoteSwitzerland or Ipsach, Canton de Berne, Switzerland
Switzerland or Ipsach, Canton de Berne, 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) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and ongoing 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 Permis G.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
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