Consultant finance – Homeoffice
$18,000–$90,000 year
RemoteSwitzerland
SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Advise individuals on private pension, savings, financial planning, and 3a/3b solutions. Analyze client needs, prepare tailored proposals, and manage case files within the CRM. Conduct online and in-person appointments based on the geographic zone to build a structured, quality-oriented client relationship. Full-time fixed contract with flexible hours; French B2+ required. No insurance products offered.
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
- Formation VBV
- Certification VBV
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