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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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Pampigny, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Crm Documentation, Portfolio Development, Financial Planning, Mentoring, Coaching, Sales Experience, Relationship Management, Autonomy, Rigour
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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
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.
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.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Ballens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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 relationship skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Montricher, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Mollens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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.
Berater Vermögensaufbau (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH
Dintikon, 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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Crissier, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Savings Plans, Etf Knowledge, 3a/3b 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 budget & prévoyance (reconversion) at Convit GmbH
Bremblens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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, autonomy, and rigor are essential.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Gals, Bern, 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, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Cortébert, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Hermrigen, 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. The role is open to those looking for a career change.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Prilly, Vaud, 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, and a strong sense of relationship management is required.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Grancy, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates should have a strong sense of relationship management and autonomy. Experience in sales or service is a plus, and a VBV certification is encouraged.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Saint-Blaise, neuchâtel, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Knowledge
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
Denges, 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 have strong interpersonal skills, rigor, and autonomy.
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.
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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Pampigny, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Crm Documentation, Portfolio Development, Financial Planning, Mentoring, Coaching, Sales Experience, Relationship Management, Autonomy, Rigour
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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Tolochenaz, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Sales Experience, Service Experience
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.
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.
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.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Aubonne, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigour
Specialization
Candidates should 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Ballens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, 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 relationship skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Montricher, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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.
Coach financier/ère (junior) – mentoring at Convit GmbH
Mollens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, 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.
Berater Vermögensaufbau (Teilzeit) · 10–60 % · Homeoffice at Convit GmbH
Dintikon, 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.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Crissier, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Portfolio Development, Crm Documentation, Financial Planning, Savings Plans, Etf Knowledge, 3a/3b 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 budget & prévoyance (reconversion) at Convit GmbH
Bremblens, Vaud, Switzerland - Full Time
Skills Needed
Client Needs Analysis, Budget Optimization, Financial Planning, 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, autonomy, and rigor are essential.
Coach en prévoyance (horaires flexibles) at Convit GmbH
Gals, Bern, 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, along with strong interpersonal skills and autonomy.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Cortébert, Bern, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Customer Relationship Management, Savings Plans, Etf Solutions
Specialization
Experience in sales or service is a plus, but career changers are welcome. Candidates must have strong interpersonal skills, rigor, and autonomy.
Conseiller/ère budget & prévoyance (reconversion) at Convit GmbH
Hermrigen, 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. The role is open to those looking for a career change.
Conseiller/ère clientèle – solutions d'épargne (débutant·e) at Convit GmbH
Prilly, Vaud, 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, and a strong sense of relationship management is required.
Conseiller/ère clientèle – plans ETF & fonds de prévoyance at Convit GmbH
Grancy, Vaud, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Portfolio Development, Relationship Management, Autonomy, Rigor
Specialization
Candidates should have a strong sense of relationship management and autonomy. Experience in sales or service is a plus, and a VBV certification is encouraged.
Conseiller/ère clientèle privée – prévoyance & budget at Convit GmbH
Saint-Blaise, neuchâtel, Switzerland - Full Time
Skills Needed
Client Advisory, Financial Planning, Budget Optimization, Crm Documentation, Customer Relationship Management, Portfolio Development, Savings Plans, Etf Knowledge
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
Denges, 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 have strong interpersonal skills, rigor, and autonomy.
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.