Note: The job is a remote job and is open to candidates in USA. Apprisen provides financial education, counseling, and community outreach to help people improve their financial well-being. The Financial Services Specialist engages with clients, analyzes their financial information, develops personalized action plans, presents tailored solutions, and provides financial education in local communities.
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
Skills
- 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
- Bilingual proficiency is a plus, but not required
Benefits
- 100% Remote & Flexible: Make a meaningful impact from the comfort of your home!
- Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise.
- Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education.
- 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
Company Overview