Pension and Benefits Advisor, VBV Qualification Optional, Training Provided

Convit GmbH

. Support individuals in analyzing and organizing their pension and benefits provision .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in pension and benefits analysis, with a strong focus on client assessment and case documentation. Proficient in conducting advisory consultations and committed to continuous learning and professional development.

Highest-signal resume keywords

Pension AnalysisBenefits ProvisionVBV QualificationFrench Language ProficiencyInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case File PreparationClient Needs AssessmentAdvisory ConsultationsDocumenting Case FilesInternal Tools Proficiency

Soft Skills

Attentive ListeningDetail-OrientedWillingness to Learn

Certifications & Qualifications

VBV Qualification

Industry Keywords

PensionBenefitsAdvisory ServicesClient AppointmentsTraining Sessions

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

French at B2 level or higher
VBV qualification, at least in the Life profile, is an advantage but not required to start
Candidates without a VBV qualification must be willing to complete training and obtain the required qualifications
All applicable requirements must be met and internal authorization obtained before beginning advisory and intermediary activities
Strong interpersonal skills and attentive listening
Rigorous and detail-oriented approach to work
Consistent willingness to learn and develop
Candidates residing abroad must have the necessary work authorization, to be verified on an individual basis

Benefits

Comp & perks

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