Financial Services Specialist

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🕒 July 16

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Apprisen

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1955

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 Grant on 2025-02

Consulting • Healthcare • Legal

Apprisen is a 501(c)(3) nonprofit that provides credit counseling, debt management programs, and financial education to help individuals improve credit, reduce debt, and achieve long-term financial health. The organization offers personalized financial assessments and roadmaps, negotiates with creditors through debt management plans, provides budgeting and savings guidance, and delivers credit health education and workshops. With over 70 years of experience, Apprisen focuses on client-centered, nonjudgmental support and practical debt-relief solutions.

📋 Description

• 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.

🎯 Requirements

• 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. • 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.

🏖️ 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