Benefits & Financial Education Consultant
Benefits & Financial Education Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
The Benefits and Financial Education Consultant is responsible for providing a full range of services associated with benefits counseling and financial literacy services. The position will develop comprehensive written benefits reports counsel participants on how work will impact their entitlement benefits and provide financial literacy services.
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and benefits counseling and financial literacy services . Implements revises and sustains policies procedures and programs. Typically works on projects and initiatives that span 3 - 12 months.
PRINCIPAL DUTIES:
1. Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments. May serve as a team member or subject matter expert on formal projects or within the department. Effectively engages in change affecting her/him communicating appropriately with supervisor. Follows through on learning skill building and practice necessary to adapt to change.
2. Problem Solving: Light supervision; works independently. Periodic review of work by manager or senior coworker. Solves problems of moderate to advanced complexity; able to identify root cause interpret data and resolve issues.
3. Technical Skill: Understands and applies professional principles and skills within area of specialization to modify processes to resolve situations.
4. Community Engagement: Champions Goodwills community engagement initiatives and serves as an ambassador for Goodwill in the wider community.
5. Obtaining analyzing synthesizing case information and developing comprehensive written benefits reports.
6. Counsel participants on how entitlement benefits ensure that clients have a thorough understanding of their current benefits and how their state and federally funded benefits will be affected by future earned income and wages from working in an effective and understandable manner to consumers in assigned caseload.
7. Maintain accurate and current case files including case notes computer entries releases and reports.
8. Attend all required benefits counseling training to ensure that knowledge regarding new benefits programs and or changes in existing programs is current in order to provide clients and funding sources with the most accurate information available.
9. Become a member in good standing of the Work Incentives Benefits Specialist Association (WIBSA). Adhere to all standards implemented by the association including annual peer reviews and training hour requirements.
10. Establish and maintain collaborative working relationships with Federal State and County entities that coordinate and administer benefits.
11. Provide financial literacy training in group presentations as well as one-on-one coaching sessions.
12. Maintain a safe and orderly work environment.
13. Responsible for completing other duties/responsibilities as assigned.
REQUIREMENTS:
1. Two years of college education or experience equivalency and a minimum of 3 years experience.
2. Certified Work Incentives Benefits Specialist or ability to complete training and certification.
3. Must have a valid drivers license a vehicle and insurance coverage.
CORE CULTURAL COMPETENCIES:
1. Customer Focus: Independently anticipate and meet customer needs while searching for ways to improve customer service. Internalize customer feedback and follow up with customer to ensure problems are solved by providing innovative ideas to meet their future needs.
2. Values Differences: Seeks out the diverse perspectives and talents of others striving to work effectively with others who have different perspectives backgrounds or styles. Behave with sensitivity towards differences in cultural norms expectations and ways of communicating. Challenge stereotyping or offensive comments.
3. Communicates Effectively: Shares information and updates with others while ensuring a clear concise and professional communication through reports documentation written and other communications. Listens with interest to what others have to say.
4. Situational Adaptability: Demonstrates flexibility of responses to different situations through adapting to the changing needs conditions priorities or opportunities. Monitors how well an approach is working to see if a change is needed recognizing cues that suggest a change in approach or behavior is needed.
5. Drives Results: Demonstrates a strong drive to achieve meaningful results through driving tasks to successful completion and closure. Sets high standards for own performance showing determination in the face of obstacles and setbacks.
6. Ensures Accountability: Takes responsibility and ownership for successes and failures in own work. Monitors progress of performance and changes approach accordingly following through on commitments.
PHYSICAL/SENSORY DEMANDS:
Occasionally lifts and/or moves up to 20 pounds. Moves about to accomplish tasks. Lift: Raises objects from lower to higher position or moves objects horizontally. Reach: Extending upwards or downwards to retrieve objects. Remain stationary for extended periods of time Repetitive use of hands and vision and speech Required while using computer keyboard and work with written and electronic information ability to hear and communicate on phone and in person travel required.
When determining placement within the salary range for this position Goodwill Greater Milwaukee & Chicago considers education experience internal equity market demands and other qualifying criteria. It is not typical for individuals to be hired at or near the top of the rage for their role and compensation decisions are dependent on facts and circumstances of each case.
Certain roles are eligible to participate in an incentive plan. Participation in this plan does not guarantee an incentive payment and is subject to the terms and conditions of the plan which are subject to change.
In addition to compensation we offer a competitive benefit program that may include medical dental vision short and long-term disability life insurance retirement plan paid time off (PTO) and more. The specifics of each benefit package will vary depending on factors such as full or part time jobs contracted temporary or other job categories.
Equal Opportunity Employer
(SEW)
Required Experience:
Contract
Employment Type
Full-Time
