FULLY REMOTE - Financial Services Specialist

Apprisen • Indianapolis, IN

1d • Remote

About The Position

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."

Requirements

• A genuine desire to make a positive impact in people’s lives.
• Ability to adjust to varying schedules and work hours.
• Strong computer skills and the ability to quickly adapt to new technologies.
• Bachelor’s degree or equivalent work experience and education.
• An innovative mindset to develop new solutions to complex challenges.
• Excellent listening, verbal, and written communication skills to effectively connect with clients.
• Strong self-learning skills to acquire new competencies independently.
• Excellent time management and organizational skills to handle multiple tasks efficiently.

Nice To Haves

• Bilingual proficiency is a plus, but not required.

Responsibilities

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

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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level