Vorsorgeberater (ohne Erfahrung) kostenlose Weiterbildung
$18,000–$90,000 year
HybridOpfikon, Zurich, Switzerland
Job Summary
Accompany private and business clients on insurance, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs and develop individual insurance and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and grow existing client relationships. This entry-level position at Convit Central GmbH in Glattbrugg, Switzerland, welcomes career switchers with a structured internal training program leading to VBV certification. The role offers flexible hours, hybrid work options, and a monthly OTE ranging from CHF 1500 to 7500, requiring German language proficiency at level B2+.
Required Qualifications
- Deutsch (B2+)
- Strukturierte, zuverlässige und lernbereite Persönlichkeit
- Freude am Umgang mit Menschen
- Selbstständige Arbeitsweise
- gute Kommunikation
- seriöses Auftreten
Desired Qualifications
- Erfahrung in Beratung, Verkauf oder Kundenkontakt
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