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ConvitPosted 1 month ago

Sales Consultant Finanzen/Vorsorge (Homeoffice möglich) · Flexible Arbeitszeiten

$18,000–$90,000 year

RemoteSwitzerland

Full TimeSmall

Job Summary

Advise private and business clients on pension, savings, and investment solutions, including 3a/3b, ETFs, and provident funds, while analyzing needs and creating financial concepts without insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Quereinsteiger welcome with self-reliant work style; flexible hours and hybrid work available. Free VBV training covers certification costs, supported by modern tools, mentoring, and a clear career path from junior to team lead. Top performers receive annual five-star trips.

Required Qualifications

  • Deutsch (B2+)
  • Selbstständige Arbeitsweise
  • Zuverlässige Termin- & CRM-Pflege
  • Erfahrung in Verkauf/Service von Vorteil

Desired Qualifications

  • Quereinsteiger willkommen
  • Erfahrung in Verkauf/Service

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