Junior Finanzberater – Quereinstieg, Hybrid
$18,000–$90,000 year
HybridUetikon, Zurich, Switzerland
Uetikon, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on insurance, savings, ETF, and financial planning matters. Analyze client needs to develop individual insurance 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 Glattbrugg, Switzerland, focuses on insurance and financial solutions. Candidates receive free internal VBV training, mentoring, and flexible hybrid working arrangements.
Required Qualifications
- Deutsch (B2+)
- Vorsorge- und Finanzlösungen
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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