Financial Services Specialist

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Interact with clients face-to-face, via phone, and online to foster meaningful relationships and build trust.

• Evaluate clients' financial data to create customized action plans.

• Provide personalized financial options and solutions.

• Act as a representative for Apprisen within local communities.

• Deliver financial education to community organizations.

• Participate in ongoing improvements and innovation initiatives.

⛳️ Requirements

• Bachelor’s degree or equivalent combination of education and experience.

• Proficient computer skills with a quick adaptability to new technologies.

• Creative mindset aimed at developing innovative solutions for complex issues.

• Exceptional listening, verbal, and written communication abilities.

• Strong self-directed learning capabilities to independently acquire new skills.

• Outstanding time management and organizational abilities.

• Flexibility to accommodate varying schedules and work hours.

• Successful completion of credit, background, and drug pre-employment screenings is required.

• Bilingual skills are an advantage, though not mandatory.

🏝️ Benefits

• Fully remote work with flexible hours.

• Opportunities for Certified Consumer Credit Counselor Certification.

• Continuous learning and development opportunities.

• 401k retirement plan.

• Generous Paid Time Off policy.

• Comprehensive medical, dental, and vision insurance.

• Life insurance coverage.

• Short and long-term disability benefits.

• Flexible Spending Account options.

• Eligible employer for Public Student Loan Forgiveness.