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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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Assens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong sense of relationship management is required.
Require a GM – Operations (Manufacturing) in Nigeria at TestHiring
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Operations Leadership, Manufacturing, Production Management, Planning, Execution, Cost Optimization, Continuous Improvement, Talent Development, Performance Management, Regulatory Compliance, Data Driven Solutions, Financial Accountability, Supply Chain Collaboration, Decision Making, High Pressure Handling
Specialization
Candidates must have strong experience in day-to-day manufacturing operations, proven ability to solve business problems practically, and experience managing over 500 employees. A graduate degree is mandatory, along with exposure to handling significant financial turnover and strong decision-making capabilities under pressure.
Experience Required
Minimum 10 year(s)
PATIENT ACCESS SPECIALIST at Premier Health
Middletown, Ohio, United States - Full Time
Skills Needed
Financial Counseling, Co Pay Collection, Deductible Collection, Registration, Scheduling Appointments, Insurance Verification, Abn Generation, Msp Completion, Consent Obtaining, Pre Certification, Customer Focus, Time Management, Interpersonal Savvy, Functional/Technical Skills, Financial Assessment, Customer Service
Specialization
Candidates must have a minimum of 1-3 years of related experience, proficiency in Windows-based computer technology with typing skills of at least 25 WPM, and demonstrate strong customer focus, composure, and time management. A High School diploma/GED is required, with an Associate's Degree in healthcare or business preferred.
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 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.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Villars-Sainte-Croix, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates should have a strong sense of relationship management, rigor, and autonomy. Experience in sales or service is a plus, and reconversion is welcomed.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Ins, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relational skills, rigor, and autonomy.
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Vevey, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Corgémont, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge, Insurance Knowledge, Communication Skills, Analytical Skills, Autonomy, Rigorousness, Sales Experience, Service Experience, Relationship Management
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Allaman, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Jens, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Solutions
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Sévery, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
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.
Berater 3a/3b (Teilzeit/Nebenjob) · Mentoring & Tools at Convit GmbH
Schlieren, Zurich, 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, Mentoring, Investment Solutions

Industry

IT Services and IT Consulting

Description
Berater 3a/3b (Teilzeit/Nebenjob) · 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): Schlieren, 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 3a/3b plans, ETF savings plans, and pension funds. Responsibilities also include analyzing client needs, creating financial concepts, and maintaining client relationships.
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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Assens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates must be cross-border workers with a valid G permit. Experience in sales or service is a plus, and a strong sense of relationship management is required.
Require a GM – Operations (Manufacturing) in Nigeria at TestHiring
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Operations Leadership, Manufacturing, Production Management, Planning, Execution, Cost Optimization, Continuous Improvement, Talent Development, Performance Management, Regulatory Compliance, Data Driven Solutions, Financial Accountability, Supply Chain Collaboration, Decision Making, High Pressure Handling
Specialization
Candidates must have strong experience in day-to-day manufacturing operations, proven ability to solve business problems practically, and experience managing over 500 employees. A graduate degree is mandatory, along with exposure to handling significant financial turnover and strong decision-making capabilities under pressure.
Experience Required
Minimum 10 year(s)
PATIENT ACCESS SPECIALIST at Premier Health
Middletown, Ohio, United States - Full Time
Skills Needed
Financial Counseling, Co Pay Collection, Deductible Collection, Registration, Scheduling Appointments, Insurance Verification, Abn Generation, Msp Completion, Consent Obtaining, Pre Certification, Customer Focus, Time Management, Interpersonal Savvy, Functional/Technical Skills, Financial Assessment, Customer Service
Specialization
Candidates must have a minimum of 1-3 years of related experience, proficiency in Windows-based computer technology with typing skills of at least 25 WPM, and demonstrate strong customer focus, composure, and time management. A High School diploma/GED is required, with an Associate's Degree in healthcare or business preferred.
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 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.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Villars-Sainte-Croix, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Candidates should have a strong sense of relationship management, rigor, and autonomy. Experience in sales or service is a plus, and reconversion is welcomed.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Ins, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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, rigor, and autonomy are essential.
Coach financier/ère (junior) – mentoring at Convit GmbH
Biel/Bienne, Bern, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Relationship Management, Sales Experience, Service Experience
Specialization
Candidates should have a valid G permit and experience in sales or service is a plus. The role welcomes career changers and emphasizes relational skills, rigor, and autonomy.
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Vevey, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Corgémont, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge, Insurance Knowledge, Communication Skills, Analytical Skills, Autonomy, Rigorousness, Sales Experience, Service Experience, Relationship Management
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Allaman, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Jens, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Morrens, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Solutions
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.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Sévery, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Knowledge
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
, , - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates should possess strong interpersonal skills, rigor, and autonomy.
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.
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