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ConvitPosted 1 month ago

Einsteiger Vertrieb Finanzen/Vorsorge Fixum + Boni, Hybrid

$18,000–$90,000 year

HybridVillmergen, Aargau, Switzerland

Full TimeSmall

Job Summary

Accompany private and business clients on 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 client relationships. This entry-level role at Convit Central GmbH in Rothrist, Switzerland, focuses strictly on providence and financial solutions. A free internal VBV training program, mentoring, and flexible hybrid working arrangements are provided for qualified candidates.

Required Qualifications

  • Deutsch (B2+)
  • Strukturierte, zuverlässige und lernbereite Persönlichkeit
  • Freude am Umgang mit Menschen
  • Selbstständige Arbeitsweise
  • Gute Kommunikation
  • Seriöses Auftreten

Desired Qualifications

  • Erfahrung in Beratung, Verkauf oder Kundenkontakt

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