Junior Vorsorgeberater (Teilzeit) · Mentoring & Tools
$18,000–$90,000 year
HybridStrengelbach, Aargau, Switzerland
Strengelbach, Aargau, SwitzerlandHybridPart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Conduct financial advisory sessions for private and business clients focusing on 3a/3b, ETF savings plans, and provident funds. Analyze client needs to create customized financial concepts and proposals, excluding traditional insurance products. Execute online and in-person appointments while managing CRM data entry and follow-ups to maintain client portfolios. Work part-time with flexible hours, supported by modern tools, mentoring, and a structured training program.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service von Vorteil
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