Einsteigerberater Budget & Vorsorge Hybrid
$18,000–$90,000 year
HybridThun, Bern, Switzerland
Thun, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on budget planning, savings, and pension topics including 3a/3b, ETFs, and wealth building. Analyze client needs to design individual financial and pension concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. The role focuses on pension and financial solutions within the Convit Central GmbH team, offering a hybrid schedule and internal training for certification.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- Pensum: 10–100 %
- Einsatzregion: Thun, Schweiz
- Privat- und Geschäftskunden zu Vorsorge, Sparen, 3a/3b, ETF-Sparplänen und Finanzplanung begleiten
- Bedürfnisse analysieren und individuelle Vorsorge- und Finanzkonzepte ausarbeiten
- Beratungsgespräche online und vor Ort durchführen
- Follow-ups sauber im CRM dokumentieren
- Bestehende Kundenbeziehungen pflegen und langfristig ausbauen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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