Modis Gmbh Jobs, Openings, Vacancies in Overseas

Berater 3a/3b (Homeoffice möglich) at Convit GmbH

Konolfingen, 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 management of appointments and CRM are essential.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Jens, Bern, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management

Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Lutry, Vaud, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Specialization
Candidates with a background in sales or service are preferred, but those looking to transition into this field are welcome. Strong interpersonal skills, rigor, and autonomy are essential.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Saint-Barthélemy (VD), Vaud, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Brügg, Bern, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, autonomy, and rigor are essential.

Berater Finanzstrategie (Quereinstieg möglich) · 10–100 % · Fixum + Boni at Convit GmbH

Winznau, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf 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 required.

Berater Sparen & Vorsorge (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH

Dietikon, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Customer Service, Sales, Crm Management, Investment Solutions, Needs Analysis, Financial Concepts

Specialization
Candidates are welcome to apply even without prior experience in finance, although experience in sales or service is advantageous. A self-reliant work style and reliable CRM management are essential.

Berater Sparen & Vorsorge (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH

Hägendorf, Solothurn, Switzerland - Full Time

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

Specialization
Candidates are welcome to apply even without prior experience in finance, although sales or service experience is advantageous. A self-directed work style and reliable CRM management are essential.

Berater Sparen & Vorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH

Erlenbach, 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 Finanzstrategie (Teilzeit) · OTE bis 7'500 CHF at Convit GmbH

Adliswil, Zurich, 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 Finanzstrategie (Quereinstieg möglich) · OTE bis 7'500 CHF at Convit GmbH

Küsnacht (ZH), Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Financial Analysis, Investment Strategies, 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 Finanzstrategie (ohne Erfahrung) · 10–100 % · Fixum + Boni at Convit GmbH

Grenchen, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf 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 Finanzstrategie (Teilzeit/Nebenjob) · OTE bis 7'500 CHF at Convit GmbH

Gränichen, Aargau, 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 Finanzstrategie (Teilzeit) · 10–100 % · Fixum + Boni at Convit GmbH

Bremgarten, Aargau, Switzerland - Full Time

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

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 Finanzstrategie (Junior) · 10–100 % · Fixum + Boni at Convit GmbH

Meisterschwanden, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Financial Analysis, Investment Strategies, 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 Finanzstrategie (Homeoffice möglich) · 10–100 % · Fixum + Boni at Convit GmbH

Regensdorf, 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 Budget & Planung (Teilzeit) · Mentoring & Tools at Convit GmbH

Embrach, Zurich, Switzerland - Full Time

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

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 (Homeoffice möglich) at Convit GmbH

Konolfingen, 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

Skills

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

Industry

IT Services and IT Consulting

Description

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): Konolfingen, 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 financial and investment solutions, focusing on products like 3a/3b and ETF savings plans. Responsibilities also include analyzing client needs and maintaining client relationships through follow-ups.

Berater 3a/3b (Homeoffice möglich) at Convit GmbH

Konolfingen, Bern, Switzerland - Full Time

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

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Jens, Bern, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management

Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, rigor, and autonomy are essential.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Lutry, Vaud, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Saint-Barthélemy (VD), Vaud, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

Brügg, Bern, Switzerland - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization

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.

Backoffice / terrain – support prévoyance (reconversion) at Convit GmbH

, , - Full Time

Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor

Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. Strong interpersonal skills, autonomy, and rigor are essential.

Berater Finanzstrategie (Quereinstieg möglich) · 10–100 % · Fixum + Boni at Convit GmbH

Winznau, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf 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 required.

Berater Sparen & Vorsorge (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH

Dietikon, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Customer Service, Sales, Crm Management, Investment Solutions, Needs Analysis, Financial Concepts

Berater Sparen & Vorsorge (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH

Hägendorf, Solothurn, Switzerland - Full Time

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

Berater Sparen & Vorsorge (Homeoffice möglich) · Festanstellung at Convit GmbH

Erlenbach, 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 Finanzstrategie (Teilzeit) · OTE bis 7'500 CHF at Convit GmbH

Adliswil, Zurich, 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 Finanzstrategie (Quereinstieg möglich) · OTE bis 7'500 CHF at Convit GmbH

Küsnacht (ZH), Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Financial Analysis, Investment Strategies, 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 Finanzstrategie (ohne Erfahrung) · 10–100 % · Fixum + Boni at Convit GmbH

Grenchen, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Investment Solutions, Etf 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 Finanzstrategie (Teilzeit/Nebenjob) · OTE bis 7'500 CHF at Convit GmbH

Gränichen, Aargau, 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 Finanzstrategie (Teilzeit) · 10–100 % · Fixum + Boni at Convit GmbH

Bremgarten, Aargau, Switzerland - Full Time

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

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 Finanzstrategie (Junior) · 10–100 % · Fixum + Boni at Convit GmbH

Meisterschwanden, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Crm Management, Financial Analysis, Investment Strategies, 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 Finanzstrategie (Homeoffice möglich) · 10–100 % · Fixum + Boni at Convit GmbH

Regensdorf, 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 Budget & Planung (Teilzeit) · Mentoring & Tools at Convit GmbH

Embrach, Zurich, Switzerland - Full Time

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

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