Financial Counselor - Onsite

Responsibilities and Duties:

• Client Assessment and Consultation:



• Conduct comprehensive assessments of clients' financial situations, including income, expenses, debts, and insurance coverage.
• Provide personalized financial counseling to clients based on their specific needs and goals.
• Financial Planning and Advice:
• Develop and implement financial plans to help clients manage their medical expenses and other financial responsibilities.
• Advise clients on budgeting, debt management, and financial strategies to improve their financial stability.
• Insurance and Benefits Guidance:
• Assist clients in understanding their health insurance benefits, including coverage limits, exclusions, and claims processes.
• Help clients explore options for additional financial assistance, including government programs and charitable resources.
• Document and Record Management:
• Maintain accurate and confidential records of client interactions, financial assessments, and plans.
• Prepare and review financial documents, including promissory notes, payment agreements, and insurance claims.
• Education and Outreach:
• Educate clients on financial literacy topics, including managing medical bills, understanding insurance policies, and building a budget.
• Conduct workshops or seminars on financial counseling topics as needed.

• Collaboration and Communication:
• Work collaboratively with healthcare providers, insurance companies, and other stakeholders to address clients' financial needs.
• Communicate effectively with clients, providing clear explanations and empathetic support.
• Compliance and Quality Assurance:
• Ensure compliance with relevant regulations, policies, and procedures related to financial counseling and client data management.
• Continuously seek to improve the quality of financial counseling services and client satisfaction.

Core Competencies:

• Financial Acumen:



• In-depth knowledge of financial principles, budgeting, and debt management.
• Understanding of insurance policies, benefits, and claims processes.
• Client Focus:
• Ability to assess clients' needs and provide tailored financial advice.
• Empathetic approach and strong interpersonal skills to build trust with clients.
• Analytical Skills:
• Ability to analyze financial data and develop actionable financial plans.
• Attention to detail in reviewing and managing financial documents.
• Communication:
• Strong verbal and written communication skills for explaining complex financial concepts clearly.
• Effective listening skills to understand clients' concerns and needs.
• Problem-Solving:
• Proactive approach to identifying financial challenges and developing solutions.
• Ability to handle difficult conversations and resolve conflicts diplomatically.
• Organization:
• Excellent organizational skills for managing multiple clients and maintaining accurate records.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Ethics and Compliance:
• Commitment to ethical standards and confidentiality in handling client information.
• Knowledge of relevant regulations and adherence to organizational policies.

Job Requirements:

• Previous experience in financial counseling, financial planning, or a related role.
• Strong understanding of financial principles, insurance policies, and debt management.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to handle sensitive information with discretion and maintain confidentiality.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


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