Conseiller financier sans expérience reconversion avec coaching
$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 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 online and in-person meetings based on geographic zones to build lasting, structured client relationships. This fixed-term role at Convit Central GmbH in Thonon-les-Bains requires French language proficiency at B2+ level and offers flexible hybrid hours. Frontalier status with a valid Swiss license is mandatory.
Required Qualifications
- Français (B2+)
- Permis G valide
- Statut frontalier valide
- Aisance relationnelle
- Discipline
- Sens du contact
- Motivation à apprendre
- Intérêt marqué pour la finance personnelle, la prévoyance et la relation de confiance
Desired Qualifications
- Reconversion bienvenue
- Expérience en vente
- Expérience en service client
- Expérience en conseil
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