Consultant Finanzen & Vorsorge (Teilzeit/Nebenjob) · Karrierewechsel willkommen
$18,000–$90,000 year
HybridZürich (Kreis 9) / Altstetten, Zurich, Switzerland
Zürich (Kreis 9) / Altstetten, Zurich, SwitzerlandHybridPart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Consult clients on pension, savings, and investment solutions including 3a/3b, ETF plans, and provident funds without insurance products. Analyze client needs, create financial concepts, and conduct online or in-person appointments with CRM follow-up. Maintain client portfolios, generate recommendations, and secure follow-ups. Quereinsteiger welcome with self-reliant work style and reliable CRM management. Full VBV training provided with certification support. Flexible hybrid schedule with clear career progression from junior to team lead. Top performers receive annual five-star trips.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
- Erfahrung in Verkauf/Service von Vorteil
Desired Qualifications
- Quereinsteiger willkommen
- Kostenlose VBV-Ausbildung
- Moderne Beratungstools
- Starkes Backoffice
- Mentoring
- Flexible Arbeitszeiten
- Homeoffice/Hybrid
- Klarer Karrierepfad (Junior → Senior → Teamlead)
- Jährlicher 5‐Sterne‐Trip für Top‐Performer
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.