Switzerland Jobs, Openings, Vacancies in Overseas

Berater Budget & Planung (Quereinstieg möglich) · Mentoring & Tools at Convit GmbH

Wohlen, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Follow Up 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 Budget & Planung (Quereinstieg möglich) at Convit GmbH

Zurich, 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 (Homeoffice möglich) · OTE bis 7'500 CHF at Convit GmbH

Uster, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Financial Analysis, Crm Management, 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 (Hybrid/Homeoffice) · OTE bis 7'500 CHF at Convit GmbH

Moosseedorf, Bern, 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-reliant work style and reliable CRM management are essential.

Berater Budget & Planung (Teilzeit/Nebenjob) at Convit GmbH

Richterswil, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Sales, Customer Service, Crm Management, Investment Solutions, Analytical Skills, 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 Budget & Planung (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH

Trimbach, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Sales, Customer Service, Crm Management, Analytical Skills, Communication Skills, 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 3a/3b (Teilzeit/Nebenjob) at Convit GmbH

Mellingen, 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 3a/3b (Teilzeit) · Mentoring & Tools at Convit GmbH

Steffisburg, Bern, 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.

Anlage- & Vorsorgeberater (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH

Mellingen, 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
Candidates are welcome from different backgrounds, with experience in sales or service being advantageous. A self-reliant work style and reliable CRM management are essential.

Anlage- & Vorsorgeberater (Homeoffice möglich) · 10–60 % · Homeoffice at Convit GmbH

Thalwil, 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.

Anlage- & Vorsorgeberater (Quereinstieg möglich) · 10–60 % · Homeoffice at Convit GmbH

Aarau, Aargau, Switzerland - Full Time

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

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.

Anlage- & Vorsorgeberater (Hybrid/Homeoffice) · Flexible Arbeitszeiten at Convit GmbH

Biel/Bienne, 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.

Anlage- & Vorsorgeberater (Junior) · 10–60 % · Homeoffice at Convit GmbH

Bremgarten bei Bern, 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.

Anlage- & Vorsorgeberater (ohne Erfahrung) · 10–60 % · Homeoffice at Convit GmbH

Wetzikon (ZH), Zurich, Switzerland - Full Time

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

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.

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

Vinelz, Bern, Switzerland - Full Time

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

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

Morges, Vaud, 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, rigor, and autonomy.

Anlage- & Vorsorgeberater (Teilzeit/Nebenjob) · Flexible Arbeitszeiten at Convit GmbH

Boniswil, Aargau, Switzerland - Full Time

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

Anlage- & Vorsorgeberater (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH

Zollikon, 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 (ohne Erfahrung) · Mentoring & Tools at Convit GmbH

Rupperswil, Aargau, Switzerland - Full Time

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

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

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

Nebikon, Lucerne, 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 Budget & Planung (Quereinstieg möglich) · Mentoring & Tools at Convit GmbH

Wohlen, 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 Experience, Self-Management, Follow-Up Skills

Industry

IT Services and IT Consulting

Description

Berater Budget & Planung (Quereinstieg möglich) · Mentoring & Tools 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): Wohlen AG, 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 financial solutions such as savings plans and budget planning. Responsibilities also include analyzing client needs and maintaining client relationships through follow-ups.

Berater Budget & Planung (Quereinstieg möglich) · Mentoring & Tools at Convit GmbH

Wohlen, Aargau, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Follow Up 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 Budget & Planung (Quereinstieg möglich) at Convit GmbH

Zurich, 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 (Homeoffice möglich) · OTE bis 7'500 CHF at Convit GmbH

Uster, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Sales, Customer Service, Budget Planning, Financial Analysis, Crm Management, 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 (Hybrid/Homeoffice) · OTE bis 7'500 CHF at Convit GmbH

Moosseedorf, Bern, 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-reliant work style and reliable CRM management are essential.

Berater Budget & Planung (Teilzeit/Nebenjob) at Convit GmbH

Richterswil, Zurich, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Sales, Customer Service, Crm Management, Investment Solutions, Analytical Skills, 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 Budget & Planung (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH

Trimbach, Solothurn, Switzerland - Full Time

Skills Needed
Financial Consulting, Budget Planning, Sales, Customer Service, Crm Management, Analytical Skills, Communication Skills, 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 3a/3b (Teilzeit/Nebenjob) at Convit GmbH

Mellingen, 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 3a/3b (Teilzeit) · Mentoring & Tools at Convit GmbH

Steffisburg, Bern, 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.

Anlage- & Vorsorgeberater (Homeoffice möglich) · Flexible Arbeitszeiten at Convit GmbH

Mellingen, 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
Candidates are welcome from different backgrounds, with experience in sales or service being advantageous. A self-reliant work style and reliable CRM management are essential.

Anlage- & Vorsorgeberater (Homeoffice möglich) · 10–60 % · Homeoffice at Convit GmbH

Thalwil, 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.

Anlage- & Vorsorgeberater (Quereinstieg möglich) · 10–60 % · Homeoffice at Convit GmbH

Aarau, Aargau, Switzerland - Full Time

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

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.

Anlage- & Vorsorgeberater (Hybrid/Homeoffice) · Flexible Arbeitszeiten at Convit GmbH

Biel/Bienne, 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.

Anlage- & Vorsorgeberater (Junior) · 10–60 % · Homeoffice at Convit GmbH

Bremgarten bei Bern, 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.

Anlage- & Vorsorgeberater (ohne Erfahrung) · 10–60 % · Homeoffice at Convit GmbH

Wetzikon (ZH), Zurich, Switzerland - Full Time

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

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.

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

Vinelz, Bern, Switzerland - Full Time

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

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

Morges, Vaud, 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, rigor, and autonomy.

Anlage- & Vorsorgeberater (Teilzeit/Nebenjob) · Flexible Arbeitszeiten at Convit GmbH

Boniswil, Aargau, Switzerland - Full Time

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

Anlage- & Vorsorgeberater (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH

Zollikon, 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 (ohne Erfahrung) · Mentoring & Tools at Convit GmbH

Rupperswil, Aargau, Switzerland - Full Time

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

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

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

Nebikon, Lucerne, 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.

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