Conseiller/ère épargne & prévoyance – entrée de carrière
$18,000–$90,000 year
RemoteSwitzerland or Nidau, Bern, Switzerland
Switzerland or Nidau, Bern, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Analyze client needs and propose savings and pension plans (3a/3b, ETFs, funds) while conducting online or in-person appointments. Manage CRM documentation and grow portfolios through recommendations and ongoing follow-up. This entry-level role at Convit Central GmbH focuses exclusively on financial and pension advice without insurance product sales. Candidates must hold a valid G permit as border-crossers only.
Required Qualifications
- Permis G valide
- Statut frontalier
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
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