Conseiller/ère épargne & prévoyance – entrée de carrière
$18,000–$90,000 year
RemoteSwitzerland or Bremblens, Canton de Vaud, Switzerland
Switzerland or Bremblens, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings or providence plans covering 3a/3b, ETFs, and fund allocations. Conduct online and in-person meetings, manage CRM documentation, and grow portfolios through recommendations and ongoing follow-up. No insurance products are sold; focus remains strictly on financial planning and budget optimization. Candidates must hold a valid G permit as frontiers. Training is provided to achieve VBV certification.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
- Certification VBV
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