Einsteiger Finanzberatung 3a/3b Homeoffice möglich
$18,000–$90,000 year
HybridBiel, Canton du Valais, Switzerland
Biel, Canton du Valais, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business customers on providence, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual providence and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing customer relationships. This entry-level role at Convit Central GmbH focuses on providence and financial solutions, offering a structured internal training program leading to VBV certification.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
- Fokus auf Vorsorge- und Finanzlösungen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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