Client Advisor – Insurance & Financial Planning

Convit GmbH

. Complete the training program and acquire foundational knowledge of the field .

Posted 10/28/2026full-timeCortaillod • SwitzerlandMid-LevelSenior💰 CHF 1,500 - CHF 7,500 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates foundational knowledge in financial planning and insurance, with strong interpersonal skills and organizational discipline. Proficient in French at B2 level or higher, with a commitment to ongoing training and client advisory activities.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Financial Planning KnowledgeInterpersonal SkillsOrganizational DisciplineClient Advisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Interpersonal SkillsExcellent Listening AbilitiesEagerness to Learn

Certifications & Qualifications

Valid Work Permit

Industry Keywords

Financial PlanningInsurance MattersAdvisory ActivitiesClient AppointmentsTraining Program

About the role

Key responsibilities & impact

Complete the training program and acquire foundational knowledge of the field
Support the team with preparing and following up on client files
Conduct advisory meetings after qualification and approval
Participate in client appointments in your region
Attend training and participate in team days at the Biel/Bienne site

Requirements

What you’ll need

French at B2 level or higher
No prior VBV qualification is required to begin the training program
Willingness to undertake training and obtain the necessary qualifications
Advisory and intermediary activities may only begin once the applicable requirements have been met and internal authorization has been obtained
Strong interpersonal skills and excellent listening abilities
Keen interest in financial planning and insurance matters
Eagerness to learn and strong organizational discipline in day-to-day work
If residing abroad, a valid work permit is required for this position

Benefits

Comp & perks

Clearly structured learning pathway with practical support
In-house training and personal mentoring
Digital tools and clear processes for managing client files
Hybrid working model with the option of partial remote work
Free preparation course for the VBV admission examination
Convit covers the course fees