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ConvitPosted 1 month ago

Conseiller prévoyance sans formation, hybride, fixe + bonus

$18,000–$90,000 year

RemoteSwitzerland

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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