Convit GmbH

Advisor

• Complete the training program and prepare for the qualification stages
• Assist with organizing and preparing occupational and private pension planning files
• Provide advice independently after qualification and internal approval
• Participate in client meetings in your region
• Participate in training sessions and team days at the Biel/Bienne site

Explore Prevision Advisor at Convit GmbH. Review requirements and application details.

Prevision Advisor

Insurance

• Learn the fundamentals of advisory services and prepare for the relevant examinations
• Support the organisation and administration of pension and insurance files
• Conduct advisory meetings after obtaining the required qualifications and approval
• Follow a structured learning pathway with practical guidance
• Participate in internal training and receive personal mentoring
• Use digital tools and clear processes to manage client files
• Attend client appointments in the region
• Participate in training sessions and team days at the Biel/Bienne office

Explore Pension and Insurance Advisor, Training Provided at Convit GmbH. Review requirements and application details.

Pension and Insurance Advisor, Training Provided

• Complete the learning pathway and acquire the fundamentals of pension planning
• Prepare and document client files using digital tools
• Conduct advisory meetings independently after completing internal qualification requirements
• Participate in internal training and receive personal mentoring
• Attend client appointments in your region
• Participate in training sessions and team days at the Biel/Bienne site

Explore Pension Advisor, Training Provided at Convit GmbH. Review requirements and application details.

Pension Advisor, Training Provided

Consultant

• Learn the fundamentals of pension planning and undertake active training
• Provide organizational support and prepare analysis files
• Conduct advisory meetings following internal approval and successful examination
• Participate in a learning pathway with practical guidance
• Attend client meetings in your region
• Take part in training sessions and team days in Biel/Bienne

Explore Pension Advisory Consultant – Career Change, Hybrid at Convit GmbH. Review requirements and application details.

Pension Advisory Consultant – Career Change, Hybrid

Financial Planning and Analysis

• Learn the fundamentals of pension planning and the industry
• Support the preparation and administrative follow-up of client files
• Participate in internal training sessions and mentoring meetings
• Progress toward providing financial advice and pension planning advice
• Participate in client meetings in your region
• Obtain the required qualification by passing the VBV admission examination and meeting the applicable requirements

Explore Client Advisor, Pension Planning and Finance at Convit GmbH. Review requirements and application details.

Client Advisor, Pension Planning and Finance

Benefits Advisor

• Learn the fundamentals of pension and benefits consulting and internal processes
• Support the team with the administrative preparation of client files
• Prepare consulting activities for the required approvals
• Participate in client meetings in the region after obtaining the required authorizations

Explore Pension and Benefits Advisor at Convit GmbH. Review requirements and application details.

Pension and Benefits Advisor

• Support individuals in analyzing and organizing their pension and benefits provision
• Accurately assess clients’ situations and pension and benefits needs
• Prepare complete case files using internal tools
• Conduct advisory consultations within the scope of validated competencies
• Participate in the learning pathway and practical training
• Document case files according to established processes
• Attend client appointments in the local region
• Participate in training sessions and team days at the Biel/Bienne site

Explore Pension and Benefits Advisor, VBV Qualification Optional,… at Convit GmbH. Review requirements and application details.

Pension and Benefits Advisor, VBV Qualification Optional, Training Provided

• Analyze clients’ pension and benefits needs and prepare information dossiers
• Participate in advisory meetings within the approved scope
• Carefully document discussions and provide administrative follow-up
• Attend client appointments in the assigned region
• Complete the required training and obtain the necessary qualifications before beginning advisory and intermediary activities

Explore Pension and Benefits Advisor, VBV Certification a Plus at Convit GmbH. Review requirements and application details.

Pension and Benefits Advisor, VBV Certification a Plus

• Analyze clients’ needs and prepare pension and benefits files
• Participate in preparing client discussions with the support of experienced colleagues
• Provide personalized advice within the approved scope
• Monitor and document files using digital tools and clear processes
• Participate in client meetings in the region
• Attend training and team days at the Biel/Bienne site

Explore Pension and Benefits Advisor, VBV Qualification at Convit GmbH. Review requirements and application details.

Pension and Benefits Advisor, VBV Qualification

• Gather information and analyse clients’ pension planning needs
• Prepare advisory files in accordance with established processes
• Participate in consultations as part of approved stages
• Attend client appointments in the candidate’s region
• Follow a learning pathway with step-by-step practical support

Explore Pension Planning Advisor – VBV Qualification, Hybrid at Convit GmbH. Review requirements and application details.

Pension Planning Advisor – VBV Qualification, Hybrid

• Follow the training program and acquire the required knowledge
• Assist with the preparation and organizational follow-up of client files
• Provide independent advice after qualification and approval
• Participate in client appointments in your region
• Attend training sessions and team days at the Biel/Bienne site

Explore Pension and Insurance Customer Advisor at Convit GmbH. Review requirements and application details.

Pension and Insurance Customer Advisor

• Analyze clients’ financial and pension planning needs on an individual basis
• Prepare client files and develop proposals tailored to their circumstances
• Conduct advisory meetings within the scope of validated competencies
• Participate in training sessions and team days at the Biel/Bienne site
• Document each case using the company’s digital tools and processes
• Participate in client meetings in your region

Explore Pension and Insurance Advisor at Convit GmbH. Review requirements and application details.

Pension and Insurance Advisor

• Learn the theoretical and practical foundations of Swiss pension and insurance planning
• Assist with the preparation and administrative follow-up of client files
• Take responsibility for client advisory services after qualification and internal approval
• Participate in client meetings in your region
• Attend training sessions and team days at the Biel/Bienne site

• Complete the training program and acquire the necessary knowledge
• Support the team in preparing and documenting client files
• Conduct advisory meetings after qualification and internal approval
• Participate in client appointments in your region
• Attend training sessions and team days at the Biel/Bienne site

Explore Pension and Insurance Advisor – No Experience Required, Mentoring at Convit GmbH. Review requirements and application details.

Pension and Insurance Advisor – No Experience Required, Mentoring

• Learn the fundamentals of pension and benefits advice as part of the training program
• Assist with the preparation and administrative follow-up of client files
• Accompany experienced advisors during client meetings to gain practical experience
• Participate in client appointments in your region
• Attend training sessions and team days at the Biel/Bienne site

Explore Pension and Benefits Advisor, Hybrid Work with Partial Remote… at Convit GmbH. Review requirements and application details.

Convit GmbH

Open roles

Prevision Advisor

Pension and Insurance Advisor, Training Provided

Pension Advisor, Training Provided

Pension Advisory Consultant – Career Change, Hybrid

Client Advisor, Pension Planning and Finance

Pension and Benefits Advisor

Pension and Benefits Advisor, VBV Qualification Optional, Training Provided

Pension and Benefits Advisor, VBV Certification a Plus

Pension and Benefits Advisor, VBV Qualification

Pension Planning Advisor – VBV Qualification, Hybrid

Pension and Insurance Customer Advisor

Pension and Insurance Advisor

Pension and Insurance Advisor, Training Provided

Pension and Insurance Advisor – No Experience Required, Mentoring

Pension and Benefits Advisor, Hybrid Work with Partial Remote Work