Pension and Insurance Advisor, Training Provided

Convit GmbH

. Learn the fundamentals of advisory services and prepare for the relevant examinations .

Posted 10/28/2026full-timeLyss • 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 strong organisational skills and a methodical approach to managing client files while effectively collaborating within a team. Proficient in French at B2 level or higher and committed to obtaining necessary qualifications for advisory services.

Highest-signal resume keywords

French Language Proficiency (B2 Level)Organisational SkillsInterpersonal SkillsTeam CollaborationWillingness to Train

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Interpersonal SkillsExcellent Organisational SkillsMethodical ApproachContinuous Willingness to Learn

Tools & Technologies

Digital ToolsClient File Management

Industry Keywords

Advisory ServicesPension FilesInsurance FilesInternal AuthorisationAdvisory Meetings

About the role

Key responsibilities & impact

Learn the fundamentals of advisory services and prepare for the relevant examinations
Support the organisation and administration of pension and insurance files
Conduct advisory meetings after obtaining the required qualifications and approval
Follow a structured learning pathway with practical guidance
Participate in internal training and receive personal mentoring
Use digital tools and clear processes to manage client files
Attend client appointments in the region
Participate in training sessions and team days at the Biel/Bienne office

Requirements

What you’ll need

French at B2 level or higher
No prior VBV qualification is required to begin the training pathway
Strong willingness to train and obtain the required qualifications is essential
All applicable requirements must be met and internal authorisation obtained before conducting advisory and intermediary activities
Strong interpersonal skills and a continuous willingness to learn
Excellent organisational skills and a methodical approach to day-to-day work
Ability to collaborate effectively within a team
If resident abroad, work authorisation must be verified on an individual basis

Benefits

Comp & perks

Internal training and personal mentoring
Digital tools and clear processes
Free VBV admission-exam preparation course
Convit covers the course fees
Hybrid working model with the option of partial remote work
Client appointments in your region
Training sessions and team days at the Biel/Bienne office