Conseiller prévoyance sans formation, hybride, fixe + bonus
$18,000–$90,000 year
RemoteSwitzerland
SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Conduct individual advisory sessions on private provident funds, savings, financial planning, and 3a/3b solutions. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Schedule and execute online and in-person appointments based on the geographic zone. Build a durable, structured client relationship focused on quality. Work in a hybrid setup with flexible hours, earning a fixed salary plus bonuses tied to activity and performance. The firm offers free internal training on financial advising and the option to obtain VBV certification.
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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