Vorsorgeberater (ohne Erfahrung) · 10–100 % · Fixum + Boni
$18,000–$90,000 year
HybridLenzburg, Aargau, Switzerland
Lenzburg, Aargau, SwitzerlandHybridFull Time$18,000–$90,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Advise private and business clients on pension, savings, and investment solutions, focusing on 3a/3b, ETF savings plans, and pension funds without insurance products. Analyze client needs, create financial concepts and proposals, and conduct online or in-person appointments with CRM follow-up. Maintain existing portfolios, generate recommendations, and secure ongoing engagement. Quereinsteiger welcome with self-reliant work style; full VBV training provided with certification support. Located in Lenzburg, Switzerland, with hybrid work options and a clear career path from junior to team lead.
Required Qualifications
- Deutsch (B2+)
- Selbstständige Arbeitsweise
- Zuverlässige Termin- & CRM-Pflege
- Quereinsteiger willkommen
- Erfahrung in Verkauf/Service von Vorteil
Desired Qualifications
- Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (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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