Berater Altersvorsorge (Hybrid/Homeoffice) · Festanstellung
Convit GmbHZurich, Switzerland
Posted April 1, 2026
Full Time
About the Company
Convit GmbH, founded in 2015 as a spinâoff of Fraunhofer IAIS, delivers cloudâbased newsroom software that unifies and qualifies data across media organizations worldwide. Its flagship product, Newsmind Stories, enables crossâmedia collaboration and dataâdriven editorial workflows through bigâdata analytics and AI. The company builds digital assistants for broadcasters and publishers, boosting content reach and operational efficiency. Convitâs agile team of developers, architects, UX designers and AI specialists works closely with clients to automate processes and embed AI into everyday journalism.
Job Description
Quereinstieg in die Finanz- & Vorsorgeberatung â Fokus on 3a/3b, ETF-SparplĂ€ne, Vorsorgefonds and Budgetplanung.
Requirements
- Advising private and business customers on pension, savings, and investment solutions
- Analyzing needs, creating financial concepts & offers (without insurance)
- Conducting online & on-site meetings; follow-up in CRM
- Maintaining customer relationships, generating recommendations, and securing follow-ups
Benefits
- Flexible working hours
- Home office/hybrid
- Clear career path
- Incentives: annual 5-star trip for top performers
- Free VBV training
- Modern advisory tools
- Strong backoffice & mentoring