Vorsorge- & Finanzberater (Teilzeit/Nebenjob) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
HybridOstermundigen, Canton de Berne, Switzerland
Ostermundigen, Canton de Berne, SwitzerlandHybridPart Time$18,000–$90,000 yearEntry LevelSmall
Part TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions, focusing on 3a/3b plans, ETF savings plans, and pension funds without traditional insurance products. Analyze client needs, create financial concepts and offers, and conduct online or in-person appointments while managing CRM follow-ups. Maintain existing portfolios, generate recommendations, and ensure timely follow-ups. We offer free VBV training covering all certification costs, modern advisory tools, strong back office support, and mentoring. Top performers earn an annual five-star trip.
Required Qualifications
- Deutsch (B2+)
- Festanstellung
- 10–100 % Pensum
- Quereinsteiger
- Erfahrung in Verkauf/Service von Vorteil
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
Desired Qualifications
- Kostenlose VBV-Ausbildung
- VBV-Zertifizierung möglich
- Moderne Beratungstools
- Starkes Backoffice
- Mentoring
- Flexible Arbeitszeiten
- Homeoffice/Hybrid
- Klarer Karrierepfad (Junior Senior Teamlead)
- Jährlicher 5‐Sterne‐Trip für Top‐Performer
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