Remote Financial Wellness Counselor

ADP, Inc.; Nashville (TN); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

Generous Paid Time Off

Medical, dental, and vision insurance

Life insurance

Short and long-term disability

Flexible Spending

Public Student Loan Forgiveness

Job summary

Join Apprisen as a Financial Services Specialist, a role dedicated to improving financial well-being for individuals and families. You'll engage with clients through various channels, providing personalized financial education and solutions.

We seek individuals who are passionate about helping others, with strong tech skills and excellent communication abilities. Enjoy the benefits of a fully remote position while making a tangible impact in people’s lives.

Qualifications

• Genuine desire to make a positive impact in people’s lives.
• Strong computer skills and ability to adapt to new technologies.
• Excellent listening, verbal, and written communication skills.

Responsibilities

• Engage with clients in person, by phone, and online.
• Dive deep into clients’ financial information for personalized plans.
• Offer tailored financial options and solutions.
• Provide financial education to groups in local communities.

Skills

Tech-Savvy

Communication Skills

Organizational Skills

Self-Motivated Learner

Innovative Thinker

Flexible

Language Skills

Education

Bachelor’s degree or equivalent experience

Job description

Join Apprisen as a Financial Services Specialist, a role dedicated to improving financial well-being for individuals and families. You'll engage with clients through various channels, providing personalized financial education and solutions.

We seek individuals who are passionate about helping others, with strong tech skills and excellent communication abilities. Enjoy the benefits of a fully remote position while making a tangible impact in people’s lives.