Pension and Insurance Advisor – No Experience Required, Mentoring

Convit GmbH

. Complete the training program and acquire the necessary knowledge .

Posted 10/28/2026full-timeLa Neuveville • SwitzerlandEntry Level💰 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 interpersonal and listening skills while supporting clients in pension planning. Organized and methodical in managing tasks, with a commitment to continuous learning and acquiring necessary qualifications.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Interpersonal SkillsListening SkillsOrganizational SkillsWillingness 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 Interpersonal SkillsListening SkillsOrganized ApproachCuriosity About Pension Planning

Industry Keywords

Pension PlanningClient AppointmentsAdvisory MeetingsClient File DocumentationTraining Program

About the role

Key responsibilities & impact

Complete the training program and acquire the necessary knowledge
Support the team in preparing and documenting client files
Conduct advisory meetings after qualification and internal approval
Participate in client appointments in your region
Attend training sessions and team days at the Biel/Bienne site

Requirements

What you’ll need

French at B2 level or higher
No prior VBV qualification is required to begin the training program
Willingness to train and acquire the necessary qualifications
Applicable requirements must be met and internal authorization obtained before conducting advisory and intermediary activities
Strong interpersonal and listening skills
Willingness to learn and curiosity about pension planning
Organized and methodical approach to managing daily tasks
If residing abroad, a work permit is required and must be verified

Benefits

Comp & perks

Internal training and personal mentoring
Clear learning path with practical support
Digital tools and clear processes
Hybrid working model with the possibility of partial remote work
Free preparation course for the VBV admission examination
Course fees covered by Convit