Financial Consultant

Workplace Options•Chesapeake, VA

3d•Remote

About The Position

At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we’ve partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce. Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we’re building healthier, more resilient organizations—one person at a time. This position will be an integral part of the Military OneSource Team and has you being a first point of contact for our military service members and their families when they are looking for personal financial counseling. We aim to establish a basic level of financial literacy, improve financial behaviors and habits, as well as a encourage a more sophisticated financial planning regarding more advanced financial needs.

Requirements

US citizen
Completed Bachelor’s Degree
Maintain a national certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Must be organized, disciplined and able to multi-task
They should personify positive customer service and maintain efficient work habits with excellent verbal and written communication skills.
Strong ability to work with a team or group of people efficiently
Able to handle fast paced and ever-changing environment while meeting production and quality standards for current position
Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business, personal income taxes and military financial literacy (SBP, SGLI, VGLI, SCRA, BRS, TSP)

Nice To Haves

Preferable within the military community

Responsibilities

Mentor and assist all team members
Ensure that team meets daily and monthly production goals
Facilitate coaching meetings twice per month to review cases, provide updates, and enrich team
Assist with face-to-face recruitment project
Perform TL responsibilities when TL is out of the office or on project
Track, follow-up on, and log all complaints when requested
Assign finance cases to the finance team
Assist new hires to transition out of training period
Assist with monitoring the queues in the evening when needed
Reassigning QA callbacks, booked in appointments and intake callbacks during call offs
Assist with bi-monthly quality reviews of all team members as well as conduct monthly intake quality audits
Promote a team environment and create a positive impact on team morale.
Responsible for daily production reports, including mid-day and end-of-day updates
Monitor all tracker documents in team ( issue tracker/ SLA report finance / training / attendance list team meetings/ agenda when needed / back to training )