Emergency Case Management Personal Financial Educator

Job Title

Emergency Case Management Personal Financial Educator (Remote)

Overview

This is a contingent opportunity and would begin work upon the contract award. Emergency Case Management Personal Educators (ECM PFEs) provide one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services in support of the Fleet and Family Support Program (FFSP). ECM PFEs have demonstrated experience providing advocacy or case management services. They deliver services via multiple modalities including virtual (webinar, video, email, phone) and in-person formats, and provide mobile training and emergency case management support to service members and their families in remote locations worldwide and aboard Navy ships (in port, at sea, or in foreign countries). In this dual-capacity role, ECM PFEs assess client needs during financial crises or critical life transitions, develop individualized action plans, coordinate with installation and community resources, and provide follow-up support to ensure continuity of care while collaborating with FFSP stakeholders to plan, schedule, and execute effective and efficient delivery of educational programs and supportive services to service members and families.

Essential Duties and Responsibilities

• Serve as the designated point of contact for an individual Sailor or family, DoD Civilian or family, to support them in obtaining necessary financial services for current status and future permanent transition.
• Participate in emergency response exercises carried out by the Region or Installation.
• Serve as a liaison with other military community agencies and provide intensive case management services for assigned sailors or family members.
• Coordinate and integrate family services and referrals utilizing on- and off-installation resources, state, intra-state, and federal services as necessary.
• Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy.
• Implement emergency response plans in the event of an actual situation requiring humanitarian response.
• Using existing resources, support the family by providing necessary forms, obtaining explanations and directions from subject matter experts, and advising them through official requirements associated with displacement or transition.
• Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed.
• Prepare and conduct management briefings to communicate recommendations on training and exercises.
• Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, staying informed on changes and additions to resources and policies.
• Ensure that all information and referral, individual consultation, and group education services, including those related to IDS or Emergency Preparedness and Response, are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS).
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
• Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists.
• Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
• Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards.
• Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and provide virtual service delivery.
• Perform basic troubleshooting steps when technology challenges occur.
• Maintain up-to-date knowledge in personal finance and financial counseling.
• Support marketing and outreach initiatives to promote awareness and utilization of program services.
• Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support.
• Other duties as assigned.

Supervisory Responsibilities

• This job has no supervisory responsibilities.

Travel Requirements

• May require 50% travel for specified periods to provide in-person support worldwide and aboard Navy ships.
• May require travel for up to 6 months to provide in-person support at worldwide locations.
• Must be able to meet health screening requirements, including medical and dental, for travel to remote locations.
• Candidate must currently possess or be able to obtain a US passport for travel.

Required Qualifications

• Bachelor’s degree from an accredited college or a combination of education and experience equivalent to a bachelor’s which equips the incumbent to serve as a personal financial management counselor.
• Must possess and maintain national certification as an Accredited Financial Counselor.
• Two years of experience providing financial education and training, and one-on-one financial counseling.
• Experience making presentations and facilitating training for large and small groups in financial management.
• Experience using various forms of digital technology to facilitate virtual training.
• Experience in providing one-on-one consultations with varied levels of complexity.
• Knowledge of the development and execution of assessment tools (e.g., surveys).
• Knowledge of the military and the challenges of the military lifestyle.
• Thorough understanding of personal financial management issues facing service members and their families and the ability to support them with individual assistance or training in seminars or workshops, or through appropriate referrals.
• Proficiency in using technological tools to support virtual service delivery, communication, and collaboration.
• Knowledge of social services and/or community resources.
• Knowledge of adult education principles and development of training curricula based on adult learning models.
• Ability to use verbal and written communication skills effectively.
• Proficiency in Microsoft Office Suite and ability to use software to prepare management reports and provide information.
• Schedule flexibility, including weekends, after-hours, and extended shifts as operational needs dictate to support FICC.
• Ability to meet naval shipboard requirements if deployed on a Navy ship.

Preferred Qualifications

• Prior experience working with the Fleet and Family Support Programs.
• Experience providing emergency case management services.

Other Skills and Abilities

• This position requires access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver’s license, passport, transportation, and auto insurance are required.
• Ability to successfully complete a pre-employment and government background investigation to include FBI fingerprints.

Competencies

• Ability to work independently and as part of a team.
• Technological Proficiency: use of collaboration platforms, project management tools, video conferencing software; ability to troubleshoot; willingness to learn new digital tools.
• Presentation Skills: ability to deliver effective in-person and virtual presentations; adapt content to audience; engage with examples and discussion.
• Time Management, Self-Motivation, Organizational Skills.
• Customer Service: handles difficult or emotional customer situations; responds to needs; seeks feedback; follows through on commitments.
• Oral Communication: clear and persuasive speech; active listening; question handling; group presentation skills.
• Written Communication: clear, accurate writing; editing for grammar; presents data clearly.
• Professionalism: respectful interaction; remains composed under pressure; responsibility and accountability.
• Resilience: ability to manage stress and stay connected with colleagues.

Physical Demands

Sits, stands, bends, lifts, and moves intermittently during working hours. Uses personal computer, telephones, and other office equipment. Physical demands may differ at locations worldwide or aboard Navy ships. Lifting up to 20 pounds may be required.

Work Environment

The described work environment and physical demands are representative of those encountered while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities. Must have a quiet space with a stable internet connection when not traveling.

EEO and Compensation

Zeiders Enterprises, Inc. is an Equal Opportunity Employer. Compensation is based on geographic location and experience. Wages are available upon request.