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Junior Vorsorgeberater (Quereinstieg möglich) at Convit GmbH
Beinwil am See, 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.
Junior Vorsorgeberater (ohne Erfahrung) · Mentoring & Tools at Convit GmbH
Bachenbülach, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, 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 management are essential.
Junior Vorsorgeberater (ohne Erfahrung) at Convit GmbH
Wettingen, Aargau, 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, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) at Convit GmbH
Illnau-Effretikon, 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.
Junior Vorsorgeberater (Junior) at Convit GmbH
Sumiswald, 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.
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Winterthur, 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.
Junior Vorsorgeberater (Homeoffice möglich) · Mentoring & Tools at Convit GmbH
Rapperswil-Jona, St. Gallen, 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.
Junior Vorsorgeberater (Homeoffice möglich) at Convit GmbH
Zofingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Self Management
Specialization
The position welcomes career changers and values experience in sales or service. A self-directed work style and reliable management of appointments and CRM are essential.
Agent(e) de sûreté aéroportuaire auxiliaire at Securitas USA Corporate Services
Geneva, Geneva, Switzerland - Full Time
Skills Needed
Integrity, Vigilance, Service Orientation, Communication, Responsibility, Emotional Management, Proactivity, Analytical Skills, Physical Stability, Psychological Stability, Flexibility, Public Interaction, Attention To Detail, Teamwork, Motivation, Career Development
Specialization
Candidates should have a minimum of 3 years of experience in security and be comfortable working irregular hours, including nights and weekends. Fluency in French is required, and knowledge of a second language is a plus.
Experience Required
Minimum 2 year(s)
Consultant Finanzen & Vorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Bülach, 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 to apply even without prior experience in finance, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Morrens, 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 and autonomy.
Consultant Finanzen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Lenzburg, 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.
Consultant Finanzen & Vorsorge (Teilzeit) · Festanstellung at Convit GmbH
Herzogenbuchsee, 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.
Junior Finanzplaner (Homeoffice möglich) · Festanstellung at Convit GmbH
Niederglatt, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Client Consultation, Budget Planning, Sales Experience, Crm Management, Analytical Skills
Specialization
Candidates are welcome from other fields, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Finanzcoach (Teilzeit/Nebenjob) · OTE bis 7'500 CHF at Convit GmbH
Horgen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Investment Solutions, Advisory Services
Specialization
The position welcomes career changers, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Finanzcoach (Teilzeit/Nebenjob) · 10–100 % · Fixum + Boni 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.
Consultant Finanzen & Vorsorge (Junior) · Karrierewechsel willkommen at Convit GmbH
Wädenswil, 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.
Consultant Finanzen & Vorsorge (ohne Erfahrung) · Festanstellung at Convit GmbH
Oberkulm, 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
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-reliant work style.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Aegerten, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Le Landeron, neuchâtel, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and be frontaliers.
Junior Vorsorgeberater (Quereinstieg möglich) at Convit GmbH
Beinwil am See, 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

No

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): Beinwil am See, 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 berate n (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, ETF savings plans, and pension funds. Responsibilities also include analyzing client needs, creating financial concepts, and maintaining client relationships.
Junior Vorsorgeberater (Quereinstieg möglich) at Convit GmbH
Beinwil am See, 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.
Junior Vorsorgeberater (ohne Erfahrung) · Mentoring & Tools at Convit GmbH
Bachenbülach, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, 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 management are essential.
Junior Vorsorgeberater (ohne Erfahrung) at Convit GmbH
Wettingen, Aargau, 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, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Vorsorgeberater (Hybrid/Homeoffice) at Convit GmbH
Illnau-Effretikon, 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.
Junior Vorsorgeberater (Junior) at Convit GmbH
Sumiswald, 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.
Junior Vorsorgeberater (Hybrid/Homeoffice) · Mentoring & Tools at Convit GmbH
Winterthur, 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.
Junior Vorsorgeberater (Homeoffice möglich) · Mentoring & Tools at Convit GmbH
Rapperswil-Jona, St. Gallen, 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.
Junior Vorsorgeberater (Homeoffice möglich) at Convit GmbH
Zofingen, Aargau, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales, Service, Self Management
Specialization
The position welcomes career changers and values experience in sales or service. A self-directed work style and reliable management of appointments and CRM are essential.
Agent(e) de sûreté aéroportuaire auxiliaire at Securitas USA Corporate Services
Geneva, Geneva, Switzerland - Full Time
Skills Needed
Integrity, Vigilance, Service Orientation, Communication, Responsibility, Emotional Management, Proactivity, Analytical Skills, Physical Stability, Psychological Stability, Flexibility, Public Interaction, Attention To Detail, Teamwork, Motivation, Career Development
Specialization
Candidates should have a minimum of 3 years of experience in security and be comfortable working irregular hours, including nights and weekends. Fluency in French is required, and knowledge of a second language is a plus.
Experience Required
Minimum 2 year(s)
Consultant Finanzen & Vorsorge (Quereinstieg möglich) · Festanstellung at Convit GmbH
Bülach, 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 to apply even without prior experience in finance, but experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Morrens, 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 and autonomy.
Consultant Finanzen & Vorsorge (Teilzeit/Nebenjob) · Festanstellung at Convit GmbH
Lenzburg, 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.
Consultant Finanzen & Vorsorge (Teilzeit) · Festanstellung at Convit GmbH
Herzogenbuchsee, 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.
Junior Finanzplaner (Homeoffice möglich) · Festanstellung at Convit GmbH
Niederglatt, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Client Consultation, Budget Planning, Sales Experience, Crm Management, Analytical Skills
Specialization
Candidates are welcome from other fields, with sales or service experience being advantageous. A self-directed work style and reliable CRM management are essential.
Finanzcoach (Teilzeit/Nebenjob) · OTE bis 7'500 CHF at Convit GmbH
Horgen, Zurich, Switzerland - Full Time
Skills Needed
Financial Consulting, Budget Planning, Client Needs Analysis, Crm Management, Sales Experience, Self Management, Investment Solutions, Advisory Services
Specialization
The position welcomes career changers, with sales or service experience being advantageous. A self-directed work style and reliable management of appointments and CRM are essential.
Finanzcoach (Teilzeit/Nebenjob) · 10–100 % · Fixum + Boni 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.
Consultant Finanzen & Vorsorge (Junior) · Karrierewechsel willkommen at Convit GmbH
Wädenswil, 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.
Consultant Finanzen & Vorsorge (ohne Erfahrung) · Festanstellung at Convit GmbH
Oberkulm, 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
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-reliant work style.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Aegerten, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Crm Documentation, Portfolio Development, Relationship Management, Budget Optimization
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Consultant prévoyance vieillesse 3a/3b – hybride at Convit GmbH
Le Landeron, neuchâtel, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have a valid G permit and be frontaliers.
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