Financial Coach - Social Security Administration Benefits Counselor

ServiceSource, Inc•New Castle, DE

About The Position

Make an impact by joining ServiceSource, a champion for people with disabilities. Explore new opportunities! ServiceSource is an organization of talented people who drive innovation, embrace change, and strengthen communities. Job Summary Work one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning. Primary Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review. Serve as a resource to all staff members, consumers and stakeholders. Complete financial health assessments with customers. Track and meet monthly and annual program service targets. Conduct individual financial coaching on topics such as credit and debt management. Assist participants to develop a personal financial plan to meet their financial goals. savings, and budgeting. Assist and empower customer to identify and assess their personal financial needs Provide, as applicable, individual SSA (Social Security Administration) benefits counseling and planning. Assist and empower customer to understand their SSA disability benefits and related Ensure that all customer information is documented in the database(s) on a daily basis. Set aside time each day and week to ensure all data is current and complete. Develop and submit monthly progress reports, as directed. Build relationships in the community to create opportunities for outreach and inform the community of services available. Additional Responsibilities Participate in financial coaching training programs offered by stand By Me. Develop competency to deliver program related presentations, including but not limited to: program orientations, Mind Over Money and Social Security Benefits workshops. Facilitate financial education workshops. Facilitate Social Security Work Incentive education workshops. Maintain follow-up contact on progress toward goals during coaching sessions. Refer participants to community or financial agencies to obtain services outlined in financial plans. Represent the Finance Ability Program in various community forums and conduct program presentations. Contribute to the Rehab department outcomes including participation in team and staff meetings. Perform other responsibilities as assigned.

Requirements

Hold and maintain CWIC: Certification required for Social Security Benefit Counseling.
Bachelor’s degree plus minimum two years of related job experience, associate degree plus minimum three years of related job experience, or minimum four years of related experience required
Experience working with adults with a wide range of disabilities required.
Must pass a a credit check.
Ability to pass Social Security background check.
Ability to obtain Personal Financial Coaching Certification.
Certified Work Incentives Counselor (or be in the process of obtaining certification).
Valid driver’s license and/or access to reliable transportation to perform work-related travel required.
Eligible drivers must have a good motor vehicle record (MVR).
Customer service skills.
Strong oral and written communication skills.
Proficient with Excel, Word and PowerPoint.
Demonstrated understanding of financial industry.
Demonstrated understanding of Social Security work incentives.
Flexible, open to change and enjoys mobility in the workplace.
Compassionate self-starter with the ability to work independently.
Strong interpersonal skills.

Nice To Haves

English/Spanish bilingual preferred.

Responsibilities

Serve as a resource to all staff members, consumers and stakeholders.
Complete financial health assessments with customers.
Track and meet monthly and annual program service targets.
Conduct individual financial coaching on topics such as credit and debt management.
Assist participants to develop a personal financial plan to meet their financial goals. savings, and budgeting.
Assist and empower customer to identify and assess their personal financial needs
Provide, as applicable, individual SSA (Social Security Administration) benefits counseling and planning.
Assist and empower customer to understand their SSA disability benefits and related
Ensure that all customer information is documented in the database(s) on a daily basis.
Set aside time each day and week to ensure all data is current and complete.
Develop and submit monthly progress reports, as directed.
Build relationships in the community to create opportunities for outreach and inform the community of services available.
Participate in financial coaching training programs offered by stand By Me.
Develop competency to deliver program related presentations, including but not limited to: program orientations, Mind Over Money and Social Security Benefits workshops.
Facilitate financial education workshops.
Facilitate Social Security Work Incentive education workshops.
Maintain follow-up contact on progress toward goals during coaching sessions.
Refer participants to community or financial agencies to obtain services outlined in financial plans.
Represent the Finance Ability Program in various community forums and conduct program presentations.
Contribute to the Rehab department outcomes including participation in team and staff meetings.
Perform other responsibilities as assigned.

Benefits

Health coverage for you and your family through Medical, Dental, and Vision plans.
Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.
A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.
Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.
To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.
A generous paid time-off program in which the benefits increase based on your tenure with the company.

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