Conseiller financier newcomer parcours de carrière, fixe + bonus
$18,000–$90,000 year
RemoteFrance or Renens, Vaud, Switzerland
France or Renens, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Conduct financial and retirement planning consultations for individuals, focusing on 3a/3b plans, ETF savings plans, and asset accumulation. Analyze client needs to prepare tailored proposals and manage case follow-up within the CRM. Schedule and execute online and in-person appointments based on the geographic zone while building structured, long-term client relationships. This role supports Convit Central GmbH in Évian-les-Bains, France, with a fixed salary plus bonus ranging from CHF 1500 to 7500 OTE. Frontalier status with a valid Swiss permit G is required.
Required Qualifications
- Français (B2+)
- Permis G valide
- Statut frontalier valide
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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