Pension and Insurance Advisor

Convit GmbH

. Analyze clients’ financial and pension planning needs on an individual basis .

Posted 10/28/2026full-timeCressier • 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 financial and pension planning, with a strong ability to analyze client needs and develop tailored proposals. Proficient in client advisory meetings and documentation using digital tools, while maintaining a commitment to continuous learning and obtaining necessary qualifications.

Highest-signal resume keywords

Financial PlanningPension PlanningVBV QualificationFrench Language ProficiencyInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProposal DevelopmentClient AdvisoryDocumentationIndependent Work Structuring

Soft Skills

Active ListeningWillingness to LearnStrong Interest in Pension Matters

Tools & Technologies

Digital ToolsCompany Processes

Certifications & Qualifications

VBV Qualification

Industry Keywords

Advisory ActivitiesIntermediary ActivitiesClient MeetingsTraining Sessions

About the role

Key responsibilities & impact

Analyze clients’ financial and pension planning needs on an individual basis
Prepare client files and develop proposals tailored to their circumstances
Conduct advisory meetings within the scope of validated competencies
Participate in training sessions and team days at the Biel/Bienne site
Document each case using the company’s digital tools and processes
Participate in client meetings in your region

Requirements

What you’ll need

French at B2 level or higher
A VBV qualification, at least in the Life profile, is an advantage but not required to get started
Applicants without a qualification must be willing to pursue 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 a pronounced ability to listen actively
Ability to structure work independently and thoroughly
Willingness to learn and a strong interest in pension planning matters
If residing abroad, a work permit must be verified as required

Benefits

Comp & perks

Strong support and a structured onboarding process
Regular interaction with experienced colleagues
Digital tools and clear processes
Clear learning path with practical support as needed
Hybrid working model with the possibility of partial remote work
Free preparation course for the VBV admission exam
Convit covers the course fees