Sales Advisor ensuring customer satisfaction through quality service and product advice at Castorama. Responsible for driving sales and maintaining an organized product display.
About the role
- Personal Financial Counselor providing financial counseling and management services to military service members and families. Covering short-term needs and offering educational resources at military installations.
Responsibilities
- Provide coverage in short-term, surge and on demand situations resulting from the Military needs.
- Provide full breadth of personal financial counseling services to military service members and their families at military installations.
- Assists service members in establishing a spending plan for extended absences.
- Develop and make available informational financial materials to service members and families.
- Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops.
- Responds to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
- Manages duty to warn situations according to Department of Defense (DoD) protocol.
- Communicates with leadership and participates in regular individual and group supervision.
Requirements
- Bachelor's degree required.
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
- 3+ years of financial counseling experience.
- Must be a U.S. citizen and speak fluent English.
- If required by the contract, must be bilingual in English and Spanish.
- Be able to obtain a favorably adjudicated Tier 2 investigation.
- Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits
- Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
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