Pension and Benefits Advisor, Training Provided

Convit GmbH

. Analyze clients’ pension and benefits situations and prepare information dossiers .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in analyzing pension and benefits situations while developing tailored concepts within a structured advisory framework. Proficient in documenting consultations and possesses strong interpersonal skills to effectively understand and address client needs.

Highest-signal resume keywords

French Language Proficiency (B2 Level)VBV Qualification (Life Profile)Interpersonal SkillsFinancial KnowledgeWillingness to Learn

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Listening AbilitiesThorough Working Methods

Tools & Technologies

Digital Documentation Tools

Certifications & Qualifications

VBV Qualification

Industry Keywords

Pension AnalysisBenefits ConceptsAdvisory FrameworkClient ConsultationsIntermediation Activities

About the role

Key responsibilities & impact

Analyze clients’ pension and benefits situations and prepare information dossiers
Develop tailored pension and benefits concepts within the approved framework
Carefully document consultations using digital tools
Participate in a learning program with practical guidance
Attend client appointments in the region
Participate in training sessions and team days at the Biel/Bienne site

Requirements

What you’ll need

Language: French at B2 level or higher
A VBV qualification, at least in the Life profile, is an advantage but is not required to start
Without a qualification, a willingness to complete training and obtain the necessary qualifications is essential
Advisory and intermediation activities may only begin once the applicable requirements have been met and internal authorization has been obtained
Strong interpersonal skills and excellent listening abilities to understand clients’ needs
Thorough working methods and a strong interest in financial topics
Willingness to learn and work within a structured advisory framework
For applicants residing abroad, work authorization must be verified on an individual basis

Benefits

Comp & perks

Formation incluse
Parcours d’apprentissage clair avec accompagnement pratique
Accueil structuré et échanges réguliers avec des collègues expérimentés
Outils numériques et processus clairs
Modèle de travail hybride : télétravail partiel possible
Cours de préparation à l’examen d’admission VBV gratuit
Convit prend en charge les frais de cours