Consultant prévoyance & épargne (reconversion) OTE jusqu'à CHF 7'500
$18,000–$90,000 year
RemoteFrance or Renens, Vaud, Switzerland
France or Renens, Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Advise individuals on private provident funds, 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 geographic zones to build structured, long-term client relationships. Requires French language proficiency (B2+), with a fixed contract allowing 10–100% activity levels. Frontiers must hold a valid Swiss driving license G. No insurance products are offered; clients are not pre-sold. Free internal training on financial advising and VBV certification is provided.
Required Qualifications
- Français (B2+)
- Permis G valide
- Statut frontalier valide
- Aisance relationnelle
- Discipline
- Sens du contact
- Motivation à apprendre
- Intérêt marqué pour la finance personnelle, la prévoyance et la relation de confiance
Desired Qualifications
- Reconversion bienvenue
- Expérience en vente
- Expérience en service client
- Expérience en conseil
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