Trainee conseil en prévoyance – formation interne
$18,000–$90,000 year
RemoteSwitzerland or Lonay, Canton de Vaud, Switzerland
Switzerland or Lonay, Canton de Vaud, SwitzerlandRemoteFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Analyze client needs and propose savings or providence plans (3a/3b, ETFs, funds) while conducting online or in-person meetings, managing CRM follow-up, and developing portfolios through recommendations. This role focuses exclusively on financial advice and budget optimization without selling insurance products. Candidates must hold a valid G permit and reside in the Léman region. The position offers free VBV training and certification support, flexible hybrid schedules, and a career trajectory from junior to senior levels within Convit Central GmbH.
Required Qualifications
- Frontalier
- Permis G valide
- Français (B2+)
- CDI (selon profil)
- Sens du relationnel
- Rigueur
- Autonomie
Desired Qualifications
- Expérience vente/service
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