Note: The job is a remote job and is open to candidates in USA. Magellan Health is seeking a Personal Financial Counselor Trainee to help members achieve their financial goals. This role involves training in personal financial counseling while providing education and assistance to service members and their families.
Responsibilities
- Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC). Responsible for providing education, information and assistance to members, providers and other internal and external customers
- Learns how to provide personal financial counseling and management services for service members and their families
- Learns how to assist service members in establishing a spending plan for extended absences
- Learns how to coordinate, publicize and provide a wide variety of Personal Financial Management classes and workshops (e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34)
- Learns how to effectively utilize virtual counseling or other electronic modes of communication such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office
- Learns how to manage duty-to-warn situations according to Department of Defense (DoD) protocol
- Communicates with leadership and participates in regular individual and group supervision
- Participates in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate
- All other duties as assigned
Skills
- Bachelor's degree required
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
- Must be a U.S. citizen and speak fluent English
- Must be able to speak and provide presentations in front of small or large groups
- If required by the contract, must be bilingual in English and Spanish
- Be able to obtain a favorably adjudicated Tier 2 investigation status
- Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment
- Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position)
- Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic
- Must demonstrate ethical conduct and always maintain confidentiality
Benefits
- This position may be eligible for short-term incentives as well as a comprehensive benefits package.
- Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
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