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Personal Financial Counselors

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One of the financial counseling operation supervisors, Ethan, has many leadership roles and performs several practices. Ethan is responsible for assigning personal financials counselors to different assignments. These assignments range from a few hours to six months in length. Connecting personal financial counselors with an assignment can be very time consuming. When a new assignment arrives the announcement is sent out to several personal financial counselors. Then the counselors bid on the assignment which then goes to the Office of the Secretary of Defense (OSD) for approval. Once approval goes through, Ethan creates a strategic plan to ensure the counselor is a good fit for the assignment and all assignment logistics are in place. The counselor is then briefed on the current assignment and Ethan emphasizes the importance of assisting our service members in a professional and productive manner.
With ever-changing regulations on contracts, Ethan has to strategically implement these changes to provide a smooth transition for both the counselors and clients. Depending on the level of importance, Ethan either informs counselors of the new guidelines and requirements …show more content…
Some of these classes are sponsored and required by Zeiders to continue employment with the company. Leadership, including Ethan, stresses the importance of continuously learning and adapting to the needs of our clients. It is a requirement that Ethan must verify that each counselor has completed the required training and education to maintain contractual compliance. If a counselor does not stay contractually compliant, the counselor can no longer fulfil a work assignment. Holding counselors to high educational standards, follows the cultural norm of the company because the company is always adapting to better assist our service members and their

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