Financial Coach - Social Security Administration Benefits Counselor

About the role

ServiceSource is an organization dedicated to empowering people with disabilities. This position involves one-on-one services to help consumers set financial goals, understand their Social Security Disability benefits, and develop financial skills.

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.
• Aid participants in developing a personal financial plan to meet their goals.
• Assist participants in identifying and assessing their personal financial needs.
• Provide individual SSA benefits counseling and planning.
• Afford participants the opportunity to understand their SSA disability benefits and related information.
• Document all customer information in the database daily.
• Create and submit monthly progress reports as directed.
• Build relationships in the community to facilitate outreach and inform the community about available services.
• Manage and oversee a diverse caseload of Supported Employment participants and participant-employees, providing ongoing support and consultation.
• Participate in financial coaching training programs.
• Deliver program-related presentations, including orientations, Mind Over Money, and Social Security Benefits workshops.
• Facilitate financial education and 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, participating in team and staff meetings.
• Perform other responsibilities as assigned.

Qualifications

• Hold and maintain CWIC: Certification required for Social Security Benefit Counseling.
• Education: 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: Experience working with adults with a wide range of disabilities required.
• Language: English/Spanish bilingual preferred.
• Other: Must pass a credit check, Social Security background check, and obtain Personal Financial Coaching Certification. Must be certified as a Certified Work Incentives Counselor (CWIC).

Additional Responsibilities

• Manage and oversee a diverse caseload of Supported Employment participants and participant-employees, providing ongoing support and consultation.
• Participate in financial coaching training programs.
• Deliver program-related presentations, including orientations, Mind Over Money, and Social Security Benefits workshops.
• Facilitate financial education and 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, participating 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, and 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.
• 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.

Pay

Pay information is confidential and not publicly disclosed.

Schedule

Work schedule details are confidential and not publicly disclosed.