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Modis Gmbh Jobs overseas

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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.
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 Altersvorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH
Hunzenschwil, Aargau, 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.
Conseiller/ère clientèle – solutions d’épargne (débutant·e) at Convit GmbH
Vullierens, 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 beginners are welcome. Candidates must have a valid G permit and be frontaliers.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Prilly, Vaud, 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, and a strong sense of relationship management is required.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Vevey, 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 should possess 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 – plans ETF & fonds de prévoyance at Convit GmbH
Grancy, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates should have a strong sense of relationship management and autonomy. Experience in sales or service is a plus, and a VBV certification is encouraged.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Saint-Blaise, neuchâtel, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Knowledge
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
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, 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, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Corgémont, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge, Insurance Knowledge, Communication Skills, Analytical Skills, Autonomy, Rigorousness, Sales Experience, Service Experience, 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.
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.
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
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
Denges, 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 have strong interpersonal skills, rigor, and autonomy.
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 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.
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 Vermögensaufbau (Quereinstieg möglich) · Flexible Arbeitszeiten at Convit GmbH
Münsingen, 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 (Junior) · Festanstellung at Convit GmbH
Regensdorf, Zurich, 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, Service, Investment Solutions, ETF Savings Plans, Retirement Funds

Industry

IT Services and IT Consulting

Description
Berater Altersvorsorge (Junior) · Festanstellung 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): Regensdorf, Schweiz - Convit Standort (nächstgelegen): Industriestrasse 46, CH-8152 Glattbrugg · 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 (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.
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 Altersvorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH
Hunzenschwil, Aargau, 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.
Conseiller/ère clientèle – solutions d’épargne (débutant·e) at Convit GmbH
Vullierens, 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 beginners are welcome. Candidates must have a valid G permit and be frontaliers.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Prilly, Vaud, 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, and a strong sense of relationship management is required.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Vevey, 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 should possess 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 – plans ETF & fonds de prévoyance at Convit GmbH
Grancy, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates should have a strong sense of relationship management and autonomy. Experience in sales or service is a plus, and a VBV certification is encouraged.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Saint-Blaise, neuchâtel, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Knowledge
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
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, 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, rigor, and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Corgémont, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge, Insurance Knowledge, Communication Skills, Analytical Skills, Autonomy, Rigorousness, Sales Experience, Service Experience, 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.
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.
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
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
Denges, 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 have strong interpersonal skills, rigor, and autonomy.
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 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.
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 Vermögensaufbau (Quereinstieg möglich) · Flexible Arbeitszeiten at Convit GmbH
Münsingen, 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.