Trainee Vorsorgeberatung kostenlose VBV-Ausbildung, Homeoffice möglich
$18,000–$90,000 year
HybridHinwil, Zurich, Switzerland
Hinwil, Zurich, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Accompany private and business clients on advice regarding providence, savings, 3a/3b plans, ETFs, and financial planning by analyzing needs and developing individual concepts. Conduct counseling conversations online and in person while documenting follow-ups in the CRM, and maintain existing customer relationships for long-term growth. This trainee position at Convit Central GmbH offers a free internal VBV training leading to certification, flexible hours, and hybrid work options. The role focuses exclusively on providence and financial solutions within the Hinwil region.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
- Festanstellung
- 10–100 % Pensum
Desired Qualifications
- Erfahrung in Beratung
- Erfahrung in Verkauf
- Erfahrung in Kundenkontakt
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