Vorsorgecoach (Quereinstieg) flexible Zeiten, Hybrid möglich

Accompany private and business clients on insurance, savings, 3a/3b, ETF, and financial planning. Analyze client needs to develop individual insurance and financial concepts, conducting counseling sessions both online and in person. Document follow-ups accurately in the CRM and nurture existing client relationships for long-term growth. This role offers a free internal VBV training program with preparation for VBV certification, modern tools, and mentoring. Flexible working hours and hybrid options are available for this entry-level position at Convit Central GmbH in Dübendorf, Switzerland.