Sales consultant finance/prévoyance – fixe + bonus

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation, follow up on recommendations, and grow the portfolio through ongoing client support. This role focuses exclusively on financial and pension advice without selling insurance products. Candidates must be Swiss-French border residents with a valid G permit; French language proficiency (B2+) is required. The position offers free VBV training leading to certification, flexible hybrid schedules, and a career path from junior to senior levels within the Convit Central team.