Conseiller financier junior (reconversion) horaires flexibles
$18,000–$90,000 year
RemoteSwitzerland or Düdingen, Fribourg, Switzerland
Switzerland or Düdingen, Fribourg, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Conduct client advisory for private provident funds, savings, and financial planning solutions including 3a/3b plans and ETFs. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule and execute both online and in-person appointments across designated geographic zones to build structured, long-term client relationships. Work with flexible hours and a hybrid home office arrangement. No insurance products are sold.
Required Qualifications
- Français (B2+)
- Permis G valable obligatoire
Desired Qualifications
- Reconversion bienvenue
- Expérience en vente
- Expérience en service client
- Expérience en conseil
- Aisance relationnelle
- Discipline
- Sens du contact
- Motivation à apprendre
- Intérêt marqué pour la finance personnelle
- Intérêt marqué pour la prévoyance
- Intérêt marqué pour la relation de confiance
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