Pension and Benefits Advisor, VBV Qualification

Convit GmbH

. Analyze clients’ needs and prepare pension and benefits files .

Posted 10/28/2026full-timeTramelan • 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 client needs and preparing pension and benefits files while providing personalized advice. Strong interpersonal skills and a commitment to continuous learning in pension and benefits topics are essential.

Highest-signal resume keywords

French Language Proficiency (B2 Level)VBV Qualification (Life Profile)File ManagementInterpersonal SkillsContinuous Learning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

Confident Interpersonal SkillsStrong Listening AbilityThorough Approach to File ManagementPriority Setting

Tools & Technologies

Digital Tools

Certifications & Qualifications

VBV Qualification

Industry Keywords

PensionBenefitsAdvisory ActivitiesIntermediary Activities

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 VBV qualification, a willingness to undertake training and obtain the necessary qualifications is essential
Advisory and intermediary activities may only begin once the applicable requirements have been met and internal authorization has been obtained
Confident interpersonal skills and a strong ability to listen
Thorough approach to file management and priority setting
Strong interest in continuous learning and pension and benefits topics
For applicants residing abroad, a work permit is required and must be verified individually

Benefits

Comp & perks

Cours de préparation à l’examen d’admission VBV gratuit
Convit prend en charge les frais de cours
Accueil structuré et échanges avec des collègues expérimentés
Parcours d’apprentissage clair avec accompagnement pratique
Outils numériques et processus clairs
Modèle de travail hybride avec télétravail partiel possible
Rendez-vous clients dans la région
Formation et journées d’équipe sur le site de Biel/Bienne