Conseiller prévoyance junior parcours de carrière, bonus
$18,000–$90,000 year
RemoteSwitzerland
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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