Kundenberater Vorsorge/Finanzen (ohne Erfahrung) kostenlose VBV-Ausbildung
$18,000–$90,000 year
HybridRümlang, Zurich, Switzerland
Job Summary
Accompany private and business customers on advice regarding pension, savings, 3a/3b plans, ETFs, and financial planning. Analyze client needs to develop individual pension and financial concepts, conducting counseling sessions both online and in person. Maintain clean CRM documentation for follow-ups while nurturing existing customer relationships for long-term growth. This role offers a free internal VBV training program leading to certification, with flexible working hours and hybrid possibilities. Located at the Ausbildungszentrum Zürich in Glattbrugg, the position supports career development from entry-level to advanced specialist or team roles within Convit Central GmbH.
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, Verkauf oder Kundenkontakt
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