Sales consultant finance/prévoyance – fixe + bonus
$18,000–$90,000 year
RemoteSwitzerland or Poliez-le-Grand, Canton de Vaud, Switzerland
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.