Pension and Benefits Advisor, VBV Certification a Plus

Convit GmbH

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

Posted 10/28/2026full-timeSaint-Ursanne • 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 strong analytical skills in assessing clients' pension and benefits needs, with a methodical approach to managing client files and a commitment to obtaining necessary qualifications for advisory activities.

Highest-signal resume keywords

French Language Proficiency (B2 Level)VBV Qualification (Life Profile)Client Needs AnalysisAttention to DetailStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Excellent Listening SkillsStrong Motivation to Learn

Certifications & Qualifications

VBV Qualification

Industry Keywords

PensionBenefitsAdvisory ActivitiesIntermediary ActivitiesClient Appointments

About the role

Key responsibilities & impact

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

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 strong willingness to undergo training and obtain the necessary qualifications is essential
Advisory and intermediary activities may begin only once the applicable requirements have been met and internal authorization has been granted
Excellent listening skills and confident day-to-day communication
A methodical approach and strong attention to detail in managing client files
Strong motivation to learn and develop in the pension and benefits field
If residing abroad, the necessary work authorization must be verified on an individual basis

Benefits

Comp & perks

Modèle de travail hybride : télétravail partiel possible
Un accueil structuré et des échanges avec des collègues expérimentés
Un parcours d’apprentissage clair avec accompagnement pratique si besoin
Des outils numériques et des processus clairs pour documenter les dossiers
Cours de préparation à l’examen d’admission VBV gratuit
Convit prend en charge les frais de cours