3rd Consultant & savings plans (without experience) paid training — Convit Holding GmbH
- Location
- Lugano
- Contract
- other
- Posted
- 35 days ago
Role overview
3rd Consultant & savings plans (without experience) paid training Lateral entry into Finance & Security consultancy – without sale of insurance products.
Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Key points:
- 3rd Consultant & savings plans (without experience) paid training Lateral entry into Finance & Security consultancy – without sale of insurance products.
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Key points:
Application process
- We do not consider applications without status of Grenzgänger (allowed G).
- Application: Send the question online – quick answer.
Contacts
- [email protected] Free VBV training:
- VBV training included and free; after the route you get the VBV certification.
- Also suitable for career/side entrance changes (without experience). Liability:
- Advice to private customers/ SMEs on social security, savings & 3a/3b solutions (without insurance).
- Analysis of needs, creation of financial concepts and follow-up in CRM.
- Online appointments and in presence; pipeline management and recommendations. Profile:
- Customer orientation, clear communication, commercial attitude and desire to learn.
- Preferable experience for sale/service; not obligatory. We offer:
- Remunerated internal training, continuous mentoring, modern tools and strong backoffice.
- Oral flexibility, Homeoffice/hybrid, clear career path (Junior → Senior → Teamlead).
Company and context
- Convit International GmbH See: Lugano, Switzerland (TI) Homeoffice/hybrid possible Contract: Undetermined time Grade: 10–100 % Language: IT (B2+ )
- Salario: CHF 1500–7500/month OTE (fix + bonus; grade & performance)
Additional details
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting. Organization: Convit International GmbH See: Lugano, Switzerland (TI) Homeoffice/hybrid possible Contract: Undetermined time
- Contact: [email protected] Free VBV training:
- Also suitable for career/side entrance changes (without experience).
- Online appointments and in presence; pipeline management and recommendations.
- Preferable experience for sale/service; not obligatory.
- Incentives: 5‐stelle annual trip for Top Performer. Requisite Grenzgänger (frontier):
- Note: No sale of insurance products.
Notes and original content
- No sale of insurance products.
- Focus on 3a/3b, investment plans/ ETFs, social security funds and budgeting.
- Key points:
- Organization: Convit International GmbH
- See: Lugano, Switzerland (TI)
- Homeoffice/hybrid possible
- Contract: Undetermined time
- Grade: 10–100 %
- Language: IT (B2+ )
- Incentives: 5‐stelle annual trip for Top Performer.
Questions about this listing
What salary does Convit Holding GmbH offer for this role?
Convit Holding GmbH lists CHF 59'000 - 90'500 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Convit Holding GmbH offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Convit Holding GmbH during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status. Note: this listing allows remote work — teleworking above 25 % of your time can shift your social-security base to Italy, so confirm the agreed remote share with HR before signing.
How do I apply for this position at Convit Holding GmbH?
Use the "Apply now" button on this page — it links directly to Convit Holding GmbH's original listing at https://www.careers-page.com/convit-holding-gmbh/job/X96439XR, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
