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.
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Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.
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Manages services provided by counselors assigned to permanent rotations, on demand and surge events.
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Directs the timely collection of counselor activity data to facilitate internal and external program reporting.
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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.
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Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO.
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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.
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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.
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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.
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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.
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Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations.
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All other duties as assigned.
Other Job Requirements
Responsibilities
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, PFC
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.
Top Skills
What We Do
Magellan Health is a leader in managing the fastest growing, most complex areas of health, including special populations, complete pharmacy benefits and other specialty areas of healthcare. Magellan supports innovative ways of accessing better health through technology, while remaining focused on the critical personal relationships that are necessary to achieve a healthy, vibrant life. Magellan's customers include health plans and other managed care organizations, employers, labor unions, various military and governmental agencies and third-party administrators.
