Convit International GmbH
The role involves advising private and business clients on retirement, savings, and investment solutions such as 3a/3b accounts, ETF savings plans, and pension funds, without dealing with traditional insurance products. It includes conducting online and on‑site appointments, maintaining client records in the CRM, and generating follow‑up recommendations.
Neutraler 3a‑Vergleich & Abschluss in 5 Minuten. Starte jetzt den kostenlosen 3a‑Check.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Convit International GmbH.
Convit International GmbH didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role
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