Modis Gmbh Jobs, Openings, Vacancies in Overseas

Berater Sparen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkomm at Convit GmbH

Fahrwangen, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds

Specialization
Career changers are welcome, and experience in sales or service is advantageous. A self-reliant work style and reliable CRM management are expected.

Berater 3a/3b (Quereinstieg möglich) · Mentoring & Tools at Convit GmbH

Wetzikon (ZH), Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Mentoring, Investment Strategies

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.

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 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 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 (Junior) · Karrierewechsel willkommen at Convit GmbH

Nidau, Bern, 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 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 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 Vermögensaufbau (Hybrid/Homeoffice) · 10–60 % · Homeoffice at Convit GmbH

Embrach, 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 Vermögensaufbau (Junior) · 10–60 % · Homeoffice at Convit GmbH

Opfikon, 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 Vermögensaufbau (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH

Reiden, Lucerne, 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 management of appointments and CRM are essential.

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 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.

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

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.

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 Sparen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkomm at Convit GmbH

Fahrwangen, Aargau, 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

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 Sparen & Vorsorge (Quereinstieg möglich) · 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): Fahrwangen, Schweiz - Convit Standort (nächstgelegen): Bernstrasse 24, CH-4852 Rothrist · 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

Advise private and business clients on savings, investment, and retirement solutions. Analyze needs and create financial concepts and offers without insurance products.

Berater Sparen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkomm at Convit GmbH

Fahrwangen, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf Savings Plans, Retirement Funds

Specialization
Career changers are welcome, and experience in sales or service is advantageous. A self-reliant work style and reliable CRM management are expected.

Berater 3a/3b (Quereinstieg möglich) · Mentoring & Tools at Convit GmbH

Wetzikon (ZH), Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Mentoring, Investment Strategies

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.

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 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 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 (Junior) · Karrierewechsel willkommen at Convit GmbH

Nidau, Bern, 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 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 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 Vermögensaufbau (Hybrid/Homeoffice) · 10–60 % · Homeoffice at Convit GmbH

Embrach, 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 Vermögensaufbau (Junior) · 10–60 % · Homeoffice at Convit GmbH

Opfikon, 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 Vermögensaufbau (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH

Reiden, Lucerne, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management

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 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.

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

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.

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.

Modis Gmbh Jobs overseas