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Kundenberater (Teilzeit) · Festanstellung at Convit GmbH
Brugg, Aargau, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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.
Kundenberater (Quereinstieg möglich) · Karrierewechsel willkommen at Convit GmbH
Pfäffikon, Schwyz, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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.
Kundenberater (Quereinstieg möglich) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical 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.
Junior Vorsorgeberater (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH
Hindelbank, 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.
Junior Vorsorgeberater (Teilzeit) · Mentoring & Tools at Convit GmbH
Strengelbach, 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.
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 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.
Junior Finanzplaner (ohne Erfahrung) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Customer Service, Sales, Budget Planning, Crm Management, Analytical Skills, Communication Skills, Self Motivation
Specialization
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-directed work style.
Junior Finanzplaner (ohne Erfahrung) · Karrierewechsel willkommen at Convit GmbH
Volketswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Client Consultation, Budget Planning, Crm Management, Sales, Service, Analytical Skills, Self Management
Specialization
No prior experience is required, making it suitable for career changers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Finanzplaner (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH
Baden, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Sales, Customer Service, Budget Planning, Crm Management, Analytical Skills
Specialization
Candidates are welcome to apply even if they are changing careers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Junior Finanzplaner (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH
Langnau im Emmental, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Consulting, Sales, Customer Service, Budget Planning, Crm Management, Analysis, 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.
Finanzcoach (Teilzeit) · OTE bis 7'500 CHF at Convit GmbH
Schwarzenburg, 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.
Consultant Vermögensplanung (Teilzeit/Nebenjob) at Convit GmbH
Lyss, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, 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.
Consultant Vermögensplanung (Teilzeit) at Convit GmbH
Hallwil, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, 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.
Kundenberater (Teilzeit) · Festanstellung at Convit GmbH
Brugg, 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

Customer Service, Financial Consulting, Budget Planning, Sales, CRM Management, Analytical Skills, Communication, Self-Motivation

Industry

IT Services and IT Consulting

Description
Kundenberater (Teilzeit) · 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): Brugg, 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 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.
Kundenberater (Teilzeit) · Festanstellung at Convit GmbH
Brugg, Aargau, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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.
Kundenberater (Quereinstieg möglich) · Karrierewechsel willkommen at Convit GmbH
Pfäffikon, Schwyz, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical Skills, Communication, Self Motivation
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.
Kundenberater (Quereinstieg möglich) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Customer Service, Financial Consulting, Budget Planning, Sales, Crm Management, Analytical 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.
Junior Vorsorgeberater (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH
Hindelbank, 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.
Junior Vorsorgeberater (Teilzeit) · Mentoring & Tools at Convit GmbH
Strengelbach, 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.
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 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.
Junior Finanzplaner (ohne Erfahrung) · Festanstellung at Convit GmbH
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Customer Service, Sales, Budget Planning, Crm Management, Analytical Skills, Communication Skills, Self Motivation
Specialization
No prior experience is required, making it suitable for career changers. A background in sales or service is advantageous, along with a self-directed work style.
Junior Finanzplaner (ohne Erfahrung) · Karrierewechsel willkommen at Convit GmbH
Volketswil, Zurich, Switzerland - Full Time
Skills Needed
Financial Planning, Client Consultation, Budget Planning, Crm Management, Sales, Service, Analytical Skills, Self Management
Specialization
No prior experience is required, making it suitable for career changers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are essential.
Junior Finanzplaner (Homeoffice möglich) · Karrierewechsel willkommen at Convit GmbH
Baden, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Sales, Customer Service, Budget Planning, Crm Management, Analytical Skills
Specialization
Candidates are welcome to apply even if they are changing careers, although experience in sales or service is advantageous. A self-directed work style and reliable CRM management are important.
Junior Finanzplaner (Hybrid/Homeoffice) · Karrierewechsel willkommen at Convit GmbH
Langnau im Emmental, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Consulting, Sales, Customer Service, Budget Planning, Crm Management, Analysis, 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.
Finanzcoach (Teilzeit) · OTE bis 7'500 CHF at Convit GmbH
Schwarzenburg, 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.
Consultant Vermögensplanung (Teilzeit/Nebenjob) at Convit GmbH
Lyss, Bern, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, 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.
Consultant Vermögensplanung (Teilzeit) at Convit GmbH
Hallwil, Aargau, Switzerland - Full Time
Skills Needed
Financial Planning, Budgeting, Client Consultation, Sales, Crm Management, Investment Strategies, 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.