Kundenberater Sparpläne (Einsteiger) Homeoffice
$18,000–$90,000 year
HybridNiederglatt, Zurich, Switzerland
Niederglatt, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearSmall
Full TimeSmall
Job Summary
Accompany private and business clients on savings, 3a/3b, ETF savings plans, and financial planning. Analyze needs to develop individual savings and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing customer relationships. This entry-level role at Convit Central GmbH offers a free internal VBV training program with preparation for VBV certification, modern tools, and mentoring. Flexible working hours and hybrid options are available.
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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