Kundenberater Altersvorsorge (Quereinsteiger) Hybrid
$18,000–$90,000 year
HybridSpiez, Bern, Switzerland
Spiez, Bern, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business customers on pension planning, savings, 3a/3b, ETF investment plans, and financial budgeting. Analyze client needs to develop individual pension and financial concepts, conducting counseling sessions online and in person while documenting follow-ups in CRM. Maintain and expand existing client relationships with a focus on pension and financial solutions. This entry-level role at Convit Central GmbH offers a structured internal VBV training program, mentoring, and flexible hybrid working arrangements.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- Gute Kommunikation
- Seriöses Auftreten
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
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