Consultant Vorsorge & Sparen (Quereinstieg) OTE bis 7'500 CHF
$18,000–$90,000 year
HybridReinach, Basel-Landschaft, Switzerland
Reinach, Basel-Landschaft, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial budgeting. Analyze client needs to develop individual retirement and financial concepts, conducting counseling sessions both online and in person. Maintain clean CRM documentation for follow-ups while nurturing existing client relationships for long-term growth. This entry-level role within Convit Central GmbH offers a structured internal VBV training program leading to certification, supported by mentoring, modern tools, and flexible hybrid working arrangements.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Einsatzregion: Reinach AG, Schweiz
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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