Regional Supervisor, Personal Financial Counselor Program - Remote

Lensa; United States; Remote; USD 64,000 - 103,000; Full time

Job summary

A leading company seeks a Regional Supervisor for its Personal Financial Counselor Program, predominantly remote, overseeing counselors across multiple locations including Alaska and Japan. This role requires a Bachelor's degree, extensive experience in financial counseling, and relevant certifications. The successful candidate will manage service delivery and ensure compliance with Department of Defense expectations, effectively serving military families.

Benefits

Comprehensive benefits package

Short-term incentives

Qualifications

• 5+ years of financial counseling post-certification.
• 2+ years of documentation, oversight, management, and supervisory experience.
• Must have one of the following certifications: AFC, CFP, ChFC.

Responsibilities

• Supervising the Personal Financial Counselors (PFC) across various locations.
• Managing PFC services, including financial management services and consultations.
• Monitoring counselor activities for compliance and quality assurance.

Skills

Financial Counseling

Management

Leadership

Education

Bachelor's degree

Job description

Regional Supervisor, Personal Financial Counselor Program - Remote

Regional Supervisor, Personal Financial Counselor Program - Remote

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Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Magellan Health.

Supervising PFC's in Alaska, Guam, Hawaii, Japan and Korea.

Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members.

• Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.
• Manages services provided by counselors assigned to permanent rotations, on demand and surge events.
• Directs the timely collection of counselor activity data to facilitate internal and external program reporting.
• Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community.
• Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO.
• Monitors the interactions of PFC with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families.
• Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources.
• Review and supervise the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols.
• Monitors the implementation of new or enhanced PFC and company policies and procedures. Uses the quality improvement process to assess changes in policies and procedures.
• Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations.
• All other duties as assigned.
  
  

Responsibilities

Other Job Requirements

Bachelor's degree required.

5+ years of financial counseling post-certification.

2+ years documentation, oversight, management and supervisory experience.

Current counseling competence and certification.

Must be a U.S. citizen and speak fluent English.

Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Regional Supervisor, Personal Financial Counselor Program - Remote

Grade

25

Work Experience - Required

Document Management, Financial Counseling, Management/Leadership, Supervisory

Work Experience - Preferred

Education - Required

Bachelor's

Education - Preferred

A Combination of Education and Work Experience May Be Considered.

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise

License And Certifications - Preferred

Salary Range

Salary Minimum

$64,285

Salary Maximum

$102,855

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

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.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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