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ConvitPosted 1 month ago

Conseiller prévoyance junior parcours de carrière, bonus

$18,000–$90,000 year

RemoteSwitzerland

Full TimeEntry LevelSmall

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 appointments based on geographic zones to build long-term, structured client relationships. This entry-level role within Convit Central GmbH offers no insurance products and requires French proficiency at B2+ level. Candidates may work remotely or hybrid with flexible hours, earning a base salary plus performance-based bonuses. The position supports career progression with internal training, VBV certification opportunities, and mentoring within a structured environment.

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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