Kundenberater Einstieg Finanzen Homeoffice möglich
$18,000–$90,000 year
HybridThalwil, Zurich, Switzerland
Thalwil, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on insurance, savings, 3a/3b, ETF-savings plans, and financial planning. Analyze needs to develop individual insurance and financial concepts. Conduct counseling conversations online and in person, then document follow-ups cleanly in the CRM. Maintain and grow existing client relationships long-term. This entry-level role at Convit Central GmbH in Glattbrugg, Switzerland, includes a free internal VBV training program, modern tools, mentoring, and flexible working hours with homeoffice options.
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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