Financial Coach - Social Security Administration Benefits Counselor

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 SSA work incentives counseling/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 customers to identify and assess their personal financial needs

• Provide individual SSA (Social Security Administration) benefits counseling and planning. Assist and empower customers to understand their SSA disability benefits

• Ensure that all customer information is documented in the database(s) on a daily basis. Set aside time each day and week to ensure that 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's outcomes including participation in team and staff meetings.

• Perform other responsibilities as assigned.

Qualifications: Education, Experience, and Certification(s)

• Hold and maintain CWIC: Certification required for Social Security Benefit Counseling.

• Bachelor's degree and minimum two years of related job experience, or associate degree and minimum three years of related job experience required.

• Experience working with adults with a wide range of disabilities required.

• English/Spanish bilingual preferred.

• 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).

Knowledge, Skills, and Abilities

• Possess customer service experience.

• Strong oral and written communication skills.

• Proficient with Excel, Word and PowerPoint.

• Demonstrate understanding of the financial industry.

• Demonstrate a solid understanding of social security work incentives.

• Flexible, open to change and enjoys mobility in the workplace.

• Be a compassionate self-starter with the ability to work independently.

• Possess strong interpersonal skills.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and sit. The employee may occasionally lift or move products and supplies, up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet.

What We Offer- for Benefit Eligible Employees May Include:
Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:

• 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.

What We Offer - for Benefit Eligible Employees May Include:

Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:

• 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.

We are an Equal Employment Opportunity Employer, making employment decisions without regard to a person's race, color, religion, sex (including pregnancy, sexual orientation, gender identity and transgender status), national origin, age (40 or older), veteran status, disability, or any other protected class. We are an E-Verify Employer and a drug-free workplace. Pre-employment background checks are required for all employment positions.

PAY TRANSPARENCY POLICY STATEMENT:

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information