Remote Financial Wellness Advisor

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

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.