Financial Services Specialist

Apprisen; Indianapolis (IN); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

Generous Paid Time Off plan

Medical, dental, and vision insurance

Life insurance

Short and long-term disability

Flexible Spending

Public Student Loan Forgiveness-elig"b

Job summary

Apprisen, a leader in financial well-being education, is seeking a Financial Services Specialist to join our team. This remote, full-time role focuses on engaging with clients, analyzing financial information, and presenting tailored options to help individuals improve money management.

You'll collaborate with communities, deliver actionable guidance, and grow professionally through certification opportunities and continuous learning.

Qualifications

• Bachelor's degree or equivalent work experience.
• Experience in financial counseling and education is a plus.
• Strong communication and interpersonal skills.

Responsibilities

• Connect with Clients: engage with clients in person, by phone, and online, building relationships and trust.
• Analyze and Advise: evaluate clients' financial information to develop personalized action plans.
• Present Solutions: offer tailored financial options empowering clients to take control of their finances.
• Community Engagement: represent Apprisen in local communities, delivering financial education.

Skills

Client engagement

Financial analysis

Communication

Tech proficiency

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.