Financial Coach (Einsteiger) Quereinstieg, Homeoffice
$18,000–$90,000 year
HybridSuhr, Aargau, Switzerland
Suhr, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on retirement planning, savings, 3a/3b plans, ETFs, and budgeting. Analyze client needs to develop individual financial concepts and conduct counseling sessions online and in person. Document follow-ups accurately in CRM systems and maintain existing client relationships for long-term growth. This entry-level role offers a free internal VBV training path leading to certification, supported by mentoring and continuous professional development. Flexible working hours with homeoffice and hybrid options are available.
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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