Financial Services Specialist

ADP, Inc.; Columbus (OH); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

Generous Paid Time Off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short and long-term disability

Flexible Spending

Student Loan Forgiveness

Job summary

Apprisen is seeking a Financial Services Specialist to join their team. This fully remote position is designed for passionate individuals looking to make a difference through financial education and guidance.

You'll engage with clients, analyze their financial situations, and present tailored solutions. With opportunities for skill development and a supportive work environment, you can make a significant impact on the financial well-being of many families.

Qualifications

• Strong computer skills and the ability to quickly adapt to new technologies.
• Excellent listening, verbal, and written communication skills to effectively connect with clients.
• Strong self-learning skills to acquire new competencies independently.

Responsibilities

• Engage with clients in person, by phone, and online.
• Dive deep into clients' financial information to develop personalized action plans.
• Offer tailored financial options and empower clients to take control of their futures.
• Represent Apprisen in local communities, providing invaluable financial education.

Skills

Tech-Savvy

Communication Skills

Innovative Thinker

Organizational Skills

Self-Motivated Learner

Education

Bachelor's degree or equivalent work experience

Job description

Salary Range: $40,000.00 To $45,000.00 Annually

Join Our Team as a Financial Services Specialist!

At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: "Helping people improve their financial well-being through counseling, community outreach, and financial education."

Why You'll Love Working with Us

• Industry Leader: Join a team celebrated by Fortune, Investopedia,
  and Forbes for excellence in credit counseling services.
• 100% Remote & Flexible: Make a meaningful impact from the
  comfort of your home!
• Innovative Work: Leverage the latest technology to help clients achieve financial stability and success.
• Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise.
• Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education.
• Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform.
• Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations.

Awesome Benefits

• 401k
• Generous Paid Time Off plan
• Medical, dental, and vision insurance
• Life insurance
• Short and long-term disability
• Flexible Spending
• Public Student Loan Forgiveness Eligible Employer

What You'll Do

• Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust.
• Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference.
• Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures.
• Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact.

What We're Looking For

• Passion for Helping Others: A genuine desire to make a positive impact in peoples' lives.
• Language Skills: Bilingual proficiency is a plus, but not required.
• Flexibility: Ability to adjust to varying schedules and work hours.

Required Skills

• Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies.
• Educational Background: Bachelor's degree or equivalent work experience and education.
• Innovative Thinker: An innovative mindset to develop new solutions to complex challenges.
• Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients.
• Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently.
• Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently.

Ready to Make a Difference?

Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education.

Note: Satisfactory credit, background, and drug pre-employment screens required.

Apprisen is an equal opportunity employer.