Financial Education Specialist
By Jim Robinson

  Financial Education Specialist

The Financial Education Specialist:

1. Conducts financial literacy workshops in online virtual classes.
2. Conducts financial literacy workshops in classroom around the country.
3. Provides funding leads for the Area Director and Regional Director. 
4. Generates referrals for counseling. 
5. Work with and supervises volunteers on localized community projects.

Primary Responsibilities:

• Conducts financial literacy workshops in various settings, such as in schools or at the workplace
• Conducts financial literacy workshops in conjunction with partners such as lenders, government agencies and other non-profits.
• Provides necessary reports required on all activities.
• Represents Auburn Mountain Financial education Services at trade shows.
• Recruits, trains and manages a volunteer staff.
• Assists with community outreach in order to generate referrals, education workshops and funding leads for the agency. 

Additional Responsibilities:

• Serves as a back up for volunteers, in case a volunteer is unavailable to conduct a scheduled program.
• Keeps up-to-date with changes in the industry through professional affiliation and continuing professional development.
• Works on special projects, initiatives or other duties as assigned.

Many workshops are in the evenings and occur during the week.  Some Saturday workshops may be required.  Approximately 25 hours per week. The schedule will vary, so you must be able to be flexible with our workshop and business needs.

Education and Experience:
Bachelor’s degree in Consumer Science, Education, Economics, Finance or related field.
Minimum of 1-year professional experience in program delivery in an educational, government or corporate/business environment. Experience in public speaking.

Travel Requirements:
Position requires regular travel. The extent of travel required will vary based on business needs, but is estimated at 75%. Position requires flexibility in work and travel schedule to accommodate business needs.

Technical Skills:

• Ability to function efficiently in a computerized environment.
• Familiarity with Microsoft Word, Excel, and Outlook and email
• Very comfortable with Internet Applications. 
• Proficient in Microsoft PowerPoint or other presentation software.
• Ability to present and disseminate complex information in an easily understandable manner to individuals at various educational levels.

Key Competencies Required:

• Self-motivation and the ability to positively motivate others.
• Social and professional skills to develop and maintain positive relationships
• Ability to adapt well in a consistently changing environment.
• Flexibility and non-judgmental attitude.
• Highly developed organizational, time management and planning skills.
• Possess the ability to handle stressful situations and a high volume workload in a consistently calm and professional manner.
• Displays a willingness to accept new challenges and opportunities as a key to personal and professional growth.
• Supervisory skills
• Attention to detail and results orientation.