Financial Services Specialist

Posted 4 days ago

apprisenFranklin (TN)

SENIORITY

Mid

SALARY

$40,000.00 To $45,000.00 Annually

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About the role

Salary Range: $40,000.00 To $45,000.00 Annually 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.
Note: Satisfactory credit, background, and drug pre-employment screens required. Apprisen is an equal opportunity employer.

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