Regional Supervisor, Personal Financial Counselor Program

November 13

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Logo of Magellan Health

Magellan Health

1001 - 5000 employees

Founded 1994

βš•οΈ Healthcare Insurance

πŸ’° $101M Private Equity Round on 2004-01

Description

β€’ Supervising PFC's in Alaska, Guam, Hawaii, Japan and Korea β€’ Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC) β€’ Provides weekly supervision regarding financial management services and administrative issues β€’ Maintains consistency in service delivery and assures program compliance with DoD expectations β€’ Directs the provision of financial management services, counseling, educational workshops, and consultations β€’ Manages services provided by counselors β€’ Directs the timely collection of counselor activity data β€’ Coordinates with POCs to assure PFC/program meets needs of base and installation β€’ Monitors PFC interactions with service and family members, POCs, and community resources β€’ Provides oversight for PFC counseling to ensure counselors understand individual needs β€’ Reviews and supervises the duty to warn reporting and restricted reporting processes β€’ Monitors the implementation of new or enhanced policies and procedures β€’ Participates in Quality Assurance and Improvement Committee

Requirements

β€’ Bachelor's degree required β€’ 5+ years of financial counseling post-certification β€’ 2+ years of documentation, oversight, management and supervisory experience β€’ Current counseling competence and certification β€’ Must be a U.S. citizen and speak fluent English β€’ Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Benefits

β€’ Comprehensive benefits package β€’ Health, life and voluntary benefits β€’ Employee rewards and recognition β€’ Total health and wellness programs β€’ Professional growth and development opportunities

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