Pension and Insurance Advisor, Training Provided

Convit GmbH

. Learn the theoretical and practical foundations of Swiss pension and insurance planning .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client advisory capabilities in Swiss pension and insurance planning, with a commitment to continuous learning and obtaining necessary qualifications. Proficient in French at B2 level or higher, with a structured working style and attention to detail.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Client Advisory ServicesVBV Admission Exam CompletionInterpersonal SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Interpersonal SkillsExcellent Listening AbilitiesHigh Motivation to LearnInitiativeStructured Working Style

Certifications & Qualifications

VBV Qualification

Industry Keywords

Swiss Pension PlanningInsurance PlanningClient MeetingsAdministrative Follow-UpTraining Sessions

About the role

Key responsibilities & impact

Learn the theoretical and practical foundations of Swiss pension and insurance planning
Assist with the preparation and administrative follow-up of client files
Take responsibility for client advisory services after qualification and internal approval
Participate in client meetings 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 program
Willingness to complete training and obtain the necessary qualifications
Applicable requirements must be met and internal authorization obtained before conducting advisory and intermediary activities
Strong interpersonal skills and excellent listening abilities
High motivation to learn a new profession
Attention to detail, initiative, and a structured working style
If residing abroad, a work permit is required and must be assessed individually
Successful completion of the VBV admission exam to obtain the qualification

Benefits

Comp & perks

In-house training and personal mentoring
Free preparation course for the VBV admission exam
Course fees covered by Convit
Hybrid working model with the option of partial remote work
Digital tools and clear processes
Practical support and guidance