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Remote Financial Educator Jobs in Tennessee (NOW HIRING)

MedSrv

Financial Assistance

Chattanooga, TN · On-site +1

$18/hr

Job Title Financial Counselor Location Remote (Tn, Ga, Al, Fl, NC, SC, Ky) Job Type Full-Time ... education/experience) * Knowledge of office software and medical billing software * Polite ...

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Remote Financial Educator information

What is a remote financial educator?

Remote Financial Educators are professionals who provide financial education, guidance, and resources to individuals or groups through online platforms rather than in-person meetings. They help clients understand personal finance topics such as budgeting, saving, investing, credit management, and retirement planning. By utilizing virtual tools like webinars, video calls, and online courses, Remote Financial Educators make financial education accessible to people regardless of their location. Their goal is to empower clients to make informed financial decisions and improve their overall financial well-being.

What are the key skills and qualifications needed to thrive as a remote financial educator?

To thrive as a Remote Financial Educator, you need a strong background in finance or economics, teaching experience, and relevant certifications such as CFP or AFC. Familiarity with online learning platforms, webinar tools, and financial planning software is typically required. Exceptional communication, self-motivation, and the ability to simplify complex concepts are crucial soft skills for engaging and educating remote learners. These skills ensure effective knowledge transfer, foster learner engagement, and build trust in a virtual environment.

How does a remote financial educator typically collaborate with clients and team members given the virtual nature of the role?

As a Remote Financial Educator, most client interactions and team collaborations occur through digital platforms such as video conferencing, webinars, and online chat tools. This setup allows for flexibility but also requires strong communication skills and comfort with technology to ensure engagement and clarity. Regular coordination with team members often involves virtual meetings to align on educational content, track client progress, and share best practices. Staying organized and proactive in digital communication is key to overcoming the challenges of remote work and building strong client relationships.

What is the difference between Remote Financial Educator vs Remote Financial Advisor?

AspectRemote Financial EducatorRemote Financial Advisor
CredentialsTypically requires financial education certifications, such as CFP® or similarRequires certifications like CFP®, CFA, or Series 7/66 licenses
Work EnvironmentPrimarily educational settings, online platforms, workshopsClient-facing, providing personalized financial planning and investment advice
Employer & Industry UsageEducational institutions, non-profits, online education companiesFinancial firms, banks, independent advisory firms
Search & Comparison IntentUnderstanding roles in financial education, teaching vs advisingSeeking personalized financial planning services, investment advice

While both roles involve finance, a Remote Financial Educator focuses on teaching financial concepts without providing personalized advice, whereas a Remote Financial Advisor offers tailored financial planning and investment recommendations to clients.

What are popular job titles related to Remote Financial Educator jobs in Tennessee?

For Remote Financial Educator jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Remote Financial Educator jobs in Tennessee look for?

The top searched job categories for Remote Financial Educator jobs in Tennessee are:

What cities in Tennessee are hiring for Remote Financial Educator jobs?

Cities in Tennessee with the most Remote Financial Educator job openings:

Remote Financial Educator jobs near you

Financial Assistance

MedSrv

Chattanooga, TN • On-site, Remote

$18/hr

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Title
Financial Counselor
Location
Remote (Tn, Ga, Al, Fl, NC, SC, Ky)
Job Type
Full-Time
Department
SBO Financial Assistance
Pay
$18.00/hr.
About MedSrv, LLC
As the healthcare industry continues to grow, so does the need for consistent, effective Revenue Cycle Management. At MedSrv, we believe it takes more than just technology and technical expertise to make a difference. It takes innovation, a willingness to adapt, and a passion to be the best. We are the difference in Revenue Cycle Management – guided by faith and committed to serving with integrity and compassion.
Position Overview
We’re looking for a Financial Counselor to join our growing team. The Financial Counselor act as the primary contact for inquiries related to financial assistance. Engage with patients to ascertain their financial, social, and medical backgrounds, along with other pertinent information. Collect all necessary data to process requests for financial aid, which includes collaborating with providers on treatment plans, best practices, and essential medical opinions. Record all communications and subsequent actions. If you're ready to contribute to our mission of guiding by faith and serving with integrity and compassion, we want to hear from you! Join the MedSrv team and be part of a company committed to excellence in Revenue Cycle Management.
What You’ll Do
  • Communicate with patients/guarantors by telephone
  • Assist with portal to complete a financial assistance application on the outstanding balance from the guarantor, verifies the patient’s federal poverty level and the patient’s statement of truth regarding income, correct any errors as necessary, and obtains any other needed documentation for the resolution of the account.
  • Records information about the financial status of customers and status of application efforts
  • Updates and verifies new insurance information if/when provided by patient or guarantor.
  • Review, research, or communicate with Department Manager or supervisor as necessary regarding any questionable accounts or issues presented by patient/guarantor
  • Review, research and communicate accurately account questions or issues to department management
  • Review, research and communicate accurately account questions or issues to department management if / when needed via a work queue or work email
  • Maintains up-to-date knowledge regarding medical insurance's coverage policies
What We’re Looking For
  • High school diploma or equivalent
  • 1+ year of related experience or training (or equivalent education/experience)
  • Knowledge of office software and medical billing software
  • Polite, courteous, and customer-focused
  • Ability to work well with others in a close team environment
  • Strong focus and ability to concentrate for extended periods
  • Team player with a cooperative attitude
Physical Requirements
  • Able to work at a computer for extended periods.
  • Occasionally lift up to 15 lbs.
Why Join Us?
  • Work with a team that values faith, integrity, and compassion.
  • Supportive, inclusive, and casual work environment.
  • Training and development to help you grow.
  • No weekends – enjoy work-life balance.
  • Competitive benefits, paid time off, and 401k with match.
Ready to make a difference in healthcare?
Apply today and join MedSrv — where we guide by faith and serve with heart.
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