Growth & Partnerships Specialist — Financial Wellness

Elements Financial; Indianapolis (IN); On-site; USD 28,000 - 41,000; Full time

Job summary

Elements Financial in Indianapolis, IN is seeking a Business Development Support Specialist to grow Select Employer Groups through relationship building and exceptional service. You will support SEG activities, participate in financial wellness events, and assist Relationship Managers in driving membership and product growth while leveraging CRM tools.

The role requires a Bachelor’s degree or equivalent and 1–3 years in sales, customer service, banking, or relationship management, plus strong

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years in sales, customer service, or banking.
• Strong written and verbal communication skills.

Responsibilities

• Support SEG partnerships through relationship building and engagement activities.
• Serve as a liaison between SEG employees and Elements, connecting members with products and resources.
• Deliver financial wellness classes, orientations, events, and Financial Wellness Review days.
• Develop expertise in Elements financial wellness curriculum, products, and services.
• Support Relationship Managers in achieving growth metrics: membership, loans, deposits, and product usage.

Skills

Sales experience

Customer service

Relationship management

Education

Bachelor's degree or equivalent work experience

Tools

CRM software

Job description

Elements Financial in Indianapolis, IN is seeking a Business Development Support Specialist to grow Select Employer Groups through relationship building and exceptional service. You will support SEG activities, participate in financial wellness events, and assist Relationship Managers in driving membership and product growth while leveraging CRM tools.

The role requires a Bachelor’s degree or equivalent and 1–3 years in sales, customer service, banking, or relationship management, plus strong