Conseiller/ère PME prévoyance – entrée latérale
$18,000–$90,000 year
RemoteSwitzerland or Cornaux, Neuchâtel, Switzerland
Switzerland or Cornaux, Neuchâtel, 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 while managing CRM documentation. Develop portfolios through recommendations and ongoing follow-up. This entry-level role focuses exclusively on financial and providence advice without selling insurance products. Candidates must hold a valid G-permit as a French-Swiss bordercrosser. The position offers free VBV training leading to certification, flexible hybrid schedules, and a career path from junior to senior levels within Convit Central GmbH's team.
Required Qualifications
- Frontalier
- Permis G valide
- Attestation de permis G
- Statut frontalier
- Français (B2+)
- Contrat CDI
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente
- Expérience service
- Reconversion
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