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Financial Services Specialist

Apprisen
Posted 2 months ago, valid for 9 days
Salary

$40,000 - $45,000 per year

Contract type

Full Time

Paid Time Off
Life Insurance

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Sonic Summary

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  • Join Apprisen as a Financial Services Specialist and help transform financial well-being for clients through education and guidance.
  • The position is fully remote and offers a competitive salary of $50,000 to $60,000 annually, depending on experience.
  • Candidates should have at least a Bachelor's degree or equivalent work experience, along with strong communication and organizational skills.
  • The role involves engaging with clients, analyzing financial information, and providing tailored solutions to empower their financial futures.
  • Apprisen offers great benefits including a 401k plan, generous paid time off, and opportunities for continuous learning and certification.

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 people’s 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. Apply now and start making a real difference in people’s lives today!

Note: Satisfactory credit, background, and drug pre-employment screens required. 

Apprisen is an equal opportunity employer.





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