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Modis Gmbh Jobs overseas

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Berater Altersvorsorge (Teilzeit) · Karrierewechsel willkommen at Convit GmbH
Worb, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Altersvorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Thun, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Collombey-le-Grand, Valais, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and a strong sense of autonomy and interpersonal skills.
Berater Sparen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Kirchlindach, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Vermögensaufbau (ohne Erfahrung) · 10–60 % · Homeoffice at Convit GmbH
Richterswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
No prior experience is required, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (Hybrid/Homeoffice) · Festanstellung at Convit GmbH
Hinwil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Altersvorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Uster, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Berater Altersvorsorge (Hybrid/Homeoffice) · Festanstellung at Convit GmbH
Küsnacht (ZH), Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Investment Solutions, Financial Analysis, Client Relationship Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (ohne Erfahrung) · Karrierewechsel willkommen at Convit GmbH
Rümlang, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
No prior experience is required, making it suitable for career changers. A self-reliant work style and reliable CRM management are preferred.
Berater Sparen & Vorsorge (ohne Erfahrung) · Festanstellung at Convit GmbH
Horgen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Planning
Specialization
No prior experience is required, making it suitable for career changers. A self-directed work style and reliability in managing appointments and CRM are preferred.
Berater Altersvorsorge (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH
Adliswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater 3a/3b (Quereinstieg möglich) at Convit GmbH
Marly, fribourg, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Denens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Berater Altersvorsorge (Junior) · Festanstellung at Convit GmbH
Regensdorf, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Berater 3a/3b (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH
Schlieren, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Mentoring, Investment Solutions
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM maintenance are essential.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Allaman, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Cortébert, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Sévery, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Jens, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Berater Altersvorsorge (Teilzeit) · Karrierewechsel willkommen at Convit GmbH
Worb, Bern, Switzerland -
Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

7500.0

Posted On

01 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Consulting, Budget Planning, Client Needs Analysis, CRM Management, Sales Experience, Self-Management

Industry

IT Services and IT Consulting

Description
Berater Altersvorsorge (Teilzeit) · Karrierewechsel willkommen Quereinstieg in die Finanz- & Vorsorgeberatung – Fokus auf 3a/3b, ETF‑Sparpläne, Vorsorgefonds und Budgetplanung. Keine klassischen Versicherungsprodukte. Eckdaten: - Organisation/Department: Convit Central GmbH - Region (Kundengebiet): Worb, Schweiz - Convit Standort (nächstgelegen): Grubenstrasse 107, CH-3322 Schönbühl · Online/Hybrid möglich - Vertragsart: Festanstellung · Pensum: 10–100 % · Sprache: Deutsch (B2+) - Lohn: CHF 1500–7500/Monat OTE (Fixum + Boni; je nach Pensum & Leistung) - Kontakt: Recruiting@convit.ch Aufgaben: - Privat- und Geschäftskunden zu Vorsorge-, Spar- und Anlagelösungen beraten (z. B. 3a/3b, ETF‑Sparpläne, Vorsorgefonds). - Bedürfnisse analysieren, Finanzkonzepte & Angebote erstellen (ohne Versicherungen). - Online- & Vor-Ort‑Termine durchführen; Nachbearbeitung im CRM. - Bestand pflegen, Empfehlungen generieren und Follow-ups sichern. Profil: - Quereinsteiger willkommen; Erfahrung in Verkauf/Service von Vorteil. - Selbstständige Arbeitsweise; zuverlässige Termin- & CRM-Pflege. Wir bieten: - Kostenlose VBV-Ausbildung: Ausbildungskosten werden vollständig übernommen (VBV-Zertifizierung möglich). - Moderne Beratungstools, starkes Backoffice & Mentoring. - Flexible Arbeitszeiten, Homeoffice/Hybrid; klarer Karrierepfad (Junior → Senior → Teamlead). - Incentives: jährlicher 5‑Sterne‑Trip für Top‑Performer. Bewerbung: Bitte online bewerben – wir melden uns zeitnah. Hinweis: Keine Versicherungsberatung/‑produkte.
Responsibilities
The role involves advising private and business clients on retirement, savings, and investment solutions. Responsibilities include analyzing needs, creating financial concepts, and maintaining client relationships.
Berater Altersvorsorge (Teilzeit) · Karrierewechsel willkommen at Convit GmbH
Worb, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Altersvorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Thun, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Conseiller/ère clientèle en ligne (finance) – hybride at Convit GmbH
Collombey-le-Grand, Valais, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and a strong sense of autonomy and interpersonal skills.
Berater Sparen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Kirchlindach, Bern, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Vermögensaufbau (ohne Erfahrung) · 10–60 % · Homeoffice at Convit GmbH
Richterswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
No prior experience is required, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (Hybrid/Homeoffice) · Festanstellung at Convit GmbH
Hinwil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Altersvorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Uster, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Communication Skills
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Berater Altersvorsorge (Hybrid/Homeoffice) · Festanstellung at Convit GmbH
Küsnacht (ZH), Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Investment Solutions, Financial Analysis, Client Relationship Management
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater Sparen & Vorsorge (ohne Erfahrung) · Karrierewechsel willkommen at Convit GmbH
Rümlang, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
No prior experience is required, making it suitable for career changers. A self-reliant work style and reliable CRM management are preferred.
Berater Sparen & Vorsorge (ohne Erfahrung) · Festanstellung at Convit GmbH
Horgen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Plans, Retirement Planning
Specialization
No prior experience is required, making it suitable for career changers. A self-directed work style and reliability in managing appointments and CRM are preferred.
Berater Altersvorsorge (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH
Adliswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Berater 3a/3b (Quereinstieg möglich) at Convit GmbH
Marly, fribourg, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Denens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Berater Altersvorsorge (Junior) · Festanstellung at Convit GmbH
Regensdorf, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-reliant work style and reliable CRM management are essential.
Berater 3a/3b (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH
Schlieren, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Mentoring, Investment Solutions
Specialization
Candidates are welcome from different backgrounds, with sales or service experience being advantageous. A self-directed work style and reliable CRM maintenance are essential.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Allaman, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Cortébert, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Sévery, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Jens, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, along with strong interpersonal skills and autonomy.