Job Description

For more than 145 years, the Navy Mutual Aid Association has been dedicated to serving those who serve. Founded in 1879, we are a nonprofit, member-owned association that helps uniformed servicemembers and their families build and protect their financial futures through life insurance and annuity products, financial education, and personalized service. We are also the nation’s oldest federally recognized Veterans Service Organization, reflecting a commitment to the military community that extends well beyond the products we provide.

Our people are at the heart of that mission. Whether educating servicemembers, supporting Members and beneficiaries, or helping veterans and their families navigate federal benefits and other important resources, Navy Mutual employees share a common purpose: being there for the military community when they need us most.

We are proud to foster a workplace where service, collaboration, and commitment to others are more than values on a page. They are reflected in the work our employees do every day. That shared sense of purpose is what makes Navy Mutual not only a meaningful place to build a career, but a great place to work.

We invite you to watch this short video to learn more about Navy Mutual’s mission, values, and the people who bring them to life.

https://www.youtube.com/embed/60nERBKxwUo

Duties & Responsibilities: The Education Presenter & Military Benefits Liaison will

• Promote the Association through attendance at military and veteran community functions, hosted by professional organizations of the military services, spouse groups, veterans service organizations, and others as appropriate
• Liaise with national and regional military service officials to assist with the coordination of presentations primarily for, but not limited to, members of the uniformed services and their families
• Develop, create and conduct Navy Mutual Aid Association presentations – in-person and virtually – on survivor benefits, personal financial management, and other topics as requested by military Commands and as coordinated with the Norfolk Office Manager and the Director of Military Affairs
• Serve as primary presenter for the Capitol area and the Northeast Region, traveling to DoD installations as needed (travel outside the region may also be required)
• Serve as primary Education representative at Navy Mutual HQ to address questions, concerns and other inquiries from internal and external stakeholders; educate across departments on DoD programs and services
• Work closely with contractors and support the Norfolk Office Manager with scheduling of presentations to facilitate the effective utilization of the Association’s resources
• Establish routine and periodic educational presentations for the benefit of personnel enrolled in programmed courses of training and education, pre-separation and retirement seminars taught at Fleet and Family Service Centers, other military service training commands, and military-affiliated and veterans service organizations
• Collaborate with the Education Services Team to document presentations conducted on behalf of the Association; in a secondary role, maintain presentation calendar/schedule in Pres-Log and file appropriate reports upon completion of presentations
• Responsible in the development of presentation materials and new curriculum to facilitate education and training in survivor and other benefits as well as more general financial planning and security
• Maintain Education Services standard operating procedures (SOPs) and provide guidance on program compliance and best practices for financial education services
• Enterprise-wide, serve as the lead representative from Education Services for the development of financial information and education materials, blogs, articles, etc.
• Counsel both members and nonmembers on survivor and veterans benefits, including but not limited to, assisting Casualty Assistance Calls Officers (CACOs) in the local area as requested, and document such counseling sessions in Salesforce®
• Educate members, prospective members, and others concerning appropriate federal government survivor entitlements and benefits with emphasis on counseling retiring sea service members on The Survivor Benefit Plan (SBP), SGLI/FSGLI/VGLI, TSP and options for family protection; document counseling sessions per standard operating procedures
• Assist in identifying and recruiting qualified, professional presenters to augment and/or replace existing contract presenters
• Monitor and maintain a sufficient supply of educational materials for use in presentations and counseling sessions; responsible for coordinating with the Marketing team to ensure materials are current and accurate, and distributed to contractors, other office locations and events as needed
• Obtain and maintain professional designation(s) in financial planning or counseling fields that are promoted or preferred by the Department of Defense (DoD), such as the Accredited Financial Counselor® (AFC), Chartered Financial Consultant® (ChFC), Retirement Income Certified Professional® (RICP)
• Other duties as assigned

Qualifications

• Bachelor’s degree or 3-5 years’ experience educating servicemembers and their families on matters of financial security
• Previous military and/or military spouse experience preferred
• Working knowledge of VA and other military-related government benefits needed; VSO accreditation is a plus
• Life insurance and/or financial education or presentation experience preferred
• Must have excellent presentation skills and verbal and written communication skills
• Existing AFC or ChFC professional designation is a plus
• Must be able to maintain access to DoD installations

Navy Mutual offers a comprehensive total rewards package to include competitive compensation and benefit programs. Information on these benefit programs is available here: 2027 Benefits Guide.

This position has an annualized market-based salary range (or hourly rate) of $75,057 (min) - $93,821 (mid) and is eligible to participate in the Association’s bonus program. The final salary (or hourly rate) offered will generally fall within this range. Multiple factors are taken into consideration to arrive at the compensation package offered to the selected candidate. Factors include, among others, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.

Navy Mutual Aid Association is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.