Conseiller prévoyance longue durée junior

Conduct individual advisory sessions on private pension planning, ETF savings plans, and 3a/3b asset accumulation. Analyze client needs, prepare tailored financial proposals, and manage case files within the CRM. Schedule and execute both online and in-person meetings across the defined geographic zone to build long-term client relationships. Work with a fixed contract at 10–100% activity level, with a CHF 1500–7500/month OTE based on performance. French language proficiency at B2+ is required.