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Pension and Insurance Customer Advisor
Convit GmbH. Follow the training program and acquire the required knowledge .
Posted 10/28/2026full-timeCornol • SwitzerlandMid-LevelSenior💰 CHF 1,500 - CHF 7,500 per monthWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong interpersonal skills and a keen interest in financial topics and pension planning while being organized and motivated to learn. Proficient in French at B2 level or above, with a commitment to acquiring necessary qualifications and meeting regulatory requirements.
Highest-signal resume keywords
French Language Proficiency (B2 Level)Interpersonal SkillsFinancial Advisory KnowledgeOrganizational SkillsMotivation to Learn
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Attentive ListeningStrong Willingness to Train
Industry Keywords
Pension PlanningFinancial TopicsClient AppointmentsAdvisory ActivitiesInternal Authorization
About the role
Key responsibilities & impact- Follow the training program and acquire the required knowledge
- Assist with the preparation and organizational follow-up of client files
- Provide independent advice after qualification and 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 above
- No prior VBV qualification is required to begin the program
- A strong willingness to train and acquire the necessary qualifications is essential
- Advisory and intermediary activities may only begin once the applicable requirements have been met and internal authorization has been obtained
- Strong interpersonal skills and attentive listening in day-to-day interactions
- Strong interest in financial topics and pension planning
- Organized, precise, and motivated to learn a new profession
- If residing abroad, a work permit is required and must be verified on an individual basis
- Passing the relevant examination and meeting the applicable requirements are necessary to obtain the qualification
Benefits
Comp & perks- Partial remote work available
- Clear learning pathway with practical support
- Internal training and personal mentoring
- Digital tools and clear processes
- Free preparation course for the VBV admission examination
- Convit covers the course fees