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ConvitPosted 1 month ago

Sales Consultant Finanzen/Vorsorge (Teilzeit) · Flexible Arbeitszeiten

$18,000–$90,000 year

HybridSpreitenbach, Aargau, Switzerland

Part TimeEntry LevelSmall

Job Summary

Advise private and business clients on pension, savings, and investment solutions, including 3a/3b, ETF savings plans, and provident funds. Analyze client needs, create financial concepts and proposals without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Quereinsteiger welcome with self-reliant work style. Flexible working hours and hybrid options available. Complete VBV training costs covered.

Required Qualifications

  • Deutsch (B2+)
  • Selbstständige Arbeitsweise
  • zuverlässige Termin- & CRM-Pflege

Desired Qualifications

  • Erfahrung in Verkauf/Service

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