Consulente finanziario (strumenti & mentoring) — Convit Holding GmbH

Full description

Financial advisor (instruments & mentoring) 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: - Organization: Convit International GmbH - Location: Brissago, Switzerland (TI) · Homeoffice/hybrid possible - Contract: Undetermined time · Grade: 10–100 % · Language: IT (B2+ )

• Salario: CHF 1500–7500/month OTE (fix + bonus; grade & performance)
• Contact: [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).
• Incentives: 5‐stelle annual trip for Top Performer. Requisite Grenzgänger (frontier):
• Mandatory permit G (Grenzgänger-Ausweis) for frontier candidates residing in Italy.
• We do not consider applications without status of Grenzgänger (allowed G). Application: Send the question online – quick answer. Note: No sale of insurance products.