Financial Services Specialist
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-10-02
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
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.
- 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
- 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.
- Passion for Helping Others: A genuine desire to make a positive impact in peoples' lives.
- Language
Skills:
Bilingual proficiency is a plus, but not required. - Flexibility: Ability to adjust to varying schedules and work hours.
- 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.
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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