Finanzcoach (Homeoffice möglich) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
RemoteSwitzerland or Schonbuhl, Canton de Berne, Switzerland
Switzerland or Schonbuhl, Canton de Berne, SwitzerlandRemoteFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Advise private and business clients on providence, savings, and investment solutions such as 3a/3b, ETF savings plans, and providence funds. Analyze client needs to create financial concepts and offers without insurance products, then conduct online and in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete full VBV training with costs covered, utilizing modern tools and mentoring within a flexible hybrid or home-office schedule.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
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