Education Presenter & Military Benefits Liaison

Navy Mutual Aid Association•Arlington, VA

2d•$75,057 - $93,821

About The Position

The Education Presenter & Military Benefits Liaison promotes Navy Mutual Aid Association through military and veteran community functions and coordinates and delivers financial education presentations for servicemembers and their families. The role develops and presents in-person and virtual programs on survivor benefits, personal financial management, and other topics requested by military Commands. The primary presentation area is the Capitol area and Northeast Region, with travel to DoD installations and potentially outside the region as needed. The position serves as Navy Mutual’s primary Education representative at headquarters, answers stakeholder questions, and educates colleagues across departments on DoD programs and services. It also supports presentation scheduling and documentation, develops education materials and curriculum, maintains Education Services procedures and compliance guidance, and represents Education Services in enterprise-wide financial education content development. The liaison counsels members and nonmembers on survivor and veterans benefits, including federal survivor entitlements and programs such as SBP, SGLI/FSGLI/VGLI, and TSP. Counseling sessions are documented according to procedures. The role also helps identify presenters, monitors educational material supplies, coordinates with Marketing to keep materials accurate and current, and obtains and maintains relevant professional designations.

Requirements

Bachelor’s degree or 3–5 years of experience educating servicemembers and their families on financial security.
Working knowledge of VA and other military-related government benefits.
Excellent presentation skills and verbal and written communication skills.
Ability to maintain access to DoD installations.
Obtain and maintain professional designation(s) in financial planning or counseling fields promoted or preferred by DoD.

Nice To Haves

Previous military and/or military spouse experience.
VSO accreditation.
Life insurance and/or financial education or presentation experience.
Existing AFC or ChFC professional designation.

Responsibilities

Promote the Association at military and veteran community functions hosted by professional military organizations, spouse groups, veterans service organizations, and other appropriate groups.
Liaise with national and regional military service officials to coordinate presentations, primarily for uniformed servicemembers and their families.
Develop, create, and conduct in-person and virtual presentations on survivor benefits, personal financial management, and other topics requested by military Commands.
Serve as primary presenter for the Capitol area and Northeast Region, traveling to DoD installations as needed and potentially outside the region.
Serve as the primary Education representative at Navy Mutual headquarters, respond to internal and external stakeholder inquiries, and educate departments on DoD programs and services.
Work with contractors and support the Norfolk Office Manager in scheduling presentations and using Association resources effectively.
Establish recurring educational presentations for programmed training and education, pre-separation and retirement seminars, Fleet and Family Service Centers, military training commands, and military-affiliated and veterans service organizations.
Collaborate with the Education Services Team to document presentations; secondarily maintain the presentation calendar and schedule in Pres-Log and file required reports.
Develop presentation materials and curriculum on survivor and other benefits, financial planning, and financial security.
Maintain Education Services standard operating procedures and provide guidance on program compliance and financial education best practices.
Represent Education Services in the enterprise-wide development of financial information and education materials, including blogs and articles.
Counsel members and nonmembers on survivor and veterans benefits, assist local Casualty Assistance Calls Officers as requested, and document counseling in Salesforce.
Educate members, prospective members, and others about federal survivor entitlements and benefits, with emphasis on counseling retiring sea service members about SBP, SGLI/FSGLI/VGLI, TSP, and family protection options; document sessions according to standard procedures.
Help identify and recruit qualified professional presenters to augment or replace contract presenters.
Monitor educational material supplies and coordinate with Marketing to keep materials current and accurate and distribute them to contractors, office locations, and events.
Obtain and maintain professional designations in financial planning or counseling promoted or preferred by DoD.
Perform other duties as assigned.