Conseiller financier régional Fribourg
$18,000–$90,000 year
RemoteSwitzerland or Fribourg, Fribourg, Switzerland
Switzerland or Fribourg, Fribourg, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Conduct financial and pension planning consultations for individuals, focusing on 3a/3b products, ETF savings plans, and retirement budgeting. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule and execute both online and in-person appointments across the defined geographic zone to build structured, long-term client relationships. Work with Convit Central GmbH in a fixed-term contract with flexible hours and hybrid options. Candidates must possess French at B2+ proficiency and a strong interest in personal finance.
Required Qualifications
- Français (B2+)
- Permis G valable obligatoire
Desired Qualifications
- Reconversion bienvenue
- Expérience en vente, service client ou conseil
- Aisance relationnelle
- Discipline
- Sens du contact
- Motivation à apprendre
- Intérêt marqué pour la finance personnelle, la prévoyance et la relation de confiance
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