Convit logo
ConvitPosted 1 month ago

Sales consultant finance/prévoyance – fixe + bonus

$18,000–$90,000 year

RemoteSwitzerland or Poliez-le-Grand, Canton de Vaud, Switzerland

Full TimeSmall

Job Summary

Analyze client needs and propose savings or pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and grow the portfolio through recommendations and follow-up. This role focuses exclusively on financial and pension consulting without selling insurance products. Candidates must be French-Swiss border residents with a valid G permit. The position offers free VBV training leading to certification, flexible hours, and a career path from junior to senior. Located in the Léman region with hybrid work options.

Required Qualifications

  • Frontalier
  • Permis G valide
  • Attestation de permis G
  • Statut frontalier
  • Français (B2+)
  • CDI (selon profil)
  • Sens du relationnel
  • Rigueur
  • Autonomie

Desired Qualifications

  • Expérience vente/service
  • Formation VBV
  • Certification VBV
  • Reconversion

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce