Vorsorgeberater VBV – Profil Leben (Region Fribourg)

Convit Central GmbH is a dynamic company specializing in financial advisory services. They are seeking a Vorsorgeberater VBV, Profil Leben to join their team in the Fribourg region. The role involves helping clients secure their financial future through expert advice and tailored solutions. The main responsibilities include analyzing client needs, developing personalized financial plans, and providing clear, comprehensive advice. The role also involves documenting the consultation process and building long-term relationships with clients. The position is based in Schönbühl, with a focus on the Fribourg area. To qualify, candidates must have a valid VBV qualification in the Profil Leben category. An Allbranchenabschluss with equivalent scope or a comparable certification will also be considered. Strong communication skills, the ability to work independently, and a customer-focused approach are essential. Proficiency in German at a B2 level or higher is required. Nice-to-have skills include empathy and high self-motivation. The role offers a structured onboarding process, digital tools, and a hybrid work model with a presence at the assigned location. The company ensures a clear and supportive work environment. Was die Stelle verlangt: - Eine gültige VBV-Qualifikation im Profil Leben. - Ein Allbranchenabschluss mit entsprechendem Umfang oder ein gleichwertiger Nachweis. - Sprachkenntnisse in Deutsch auf B2-Niveau oder höher.