Conseiller/ère épargne & prévoyance – entrée de carrière
$18,000–$90,000 year
RemoteSwitzerland or Saint-Prex, Vaud, Switzerland
Switzerland or Saint-Prex, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Analyze client needs to propose savings and providence plans (3a/3b, ETFs, funds) and conduct online or in-person appointments. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This entry-level role at Convit Central GmbH focuses exclusively on financial and providence consultation without insurance product sales. Candidates must hold a valid G-permit as a French-Swiss border resident. Training includes free VBV certification preparation.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
Desired Qualifications
- Expérience vente/service
- Sens du relationnel
- Rigueur
- Autonomie
- Reconversion
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