Sales Consultant Finanzen/Vorsorge (Teilzeit/Nebenjob) · 10–60 % · Homeoffice
$18,000–$90,000 year
RemoteSwitzerland
SwitzerlandRemotePart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions including 3a/3b, ETF savings plans, and pension funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain client portfolios, and generate recommendations. Complete free VBV training with full cost coverage and receive modern advisory tools and mentoring. Work flexible hours with home office options available.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Erfahrung in Verkauf/Service
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