Education Presenter & Military Benefits Liaison

Navy Mutual•Arlington, VA

About The Position

The Education Presenter & Military Benefits Liaison promotes Navy Mutual Aid Association through engagement with military and veteran community organizations and delivers educational presentations on survivor benefits, personal financial management, and other topics requested by military commands. The role serves as the primary presenter for the Capitol area and Northeast Region, with travel to Department of Defense installations and potentially outside the region. It also serves as the primary Education representative at Navy Mutual headquarters, answering stakeholder inquiries and educating departments on DoD programs and services. The position coordinates presentations with military officials, contractors, the Norfolk Office Manager, and the Director of Military Affairs. It develops presentation materials and curriculum; maintains Education Services procedures and provides guidance on compliance and best practices; and contributes financial education materials, blogs, and articles across the enterprise. The liaison counsels members and nonmembers on survivor and veterans benefits, documents counseling and presentations, supports the recruitment of qualified presenters, and coordinates the availability and accuracy of educational materials. The role is expected to obtain and maintain relevant professional designations in financial planning or counseling.

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, such as AFC, ChFC, or RICP.

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 by attending military and veteran community functions and events hosted by military professional organizations, spouse groups, veterans service organizations, and others.
Liaise with national and regional military service officials to coordinate presentations, primarily for uniformed service members and their families.
Develop, create, and deliver 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 traveling outside the region.
Represent Education Services at Navy Mutual headquarters by responding to internal and external stakeholder questions and educating departments on DoD programs and services.
Coordinate with contractors and support the Norfolk Office Manager in scheduling presentations and effectively utilizing Association resources.
Establish recurring educational presentations for training and education courses, pre-separation and retirement seminars, Fleet and Family Service Centers, military training commands, and military-affiliated and veterans organizations.
Collaborate with the Education Services Team to document presentations; secondarily maintain the presentation calendar in Pres-Log and file reports after presentations.
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.
Lead Education Services' enterprise-wide contribution to financial information and education materials, blogs, and articles.
Counsel members and nonmembers on survivor and veterans benefits, including assisting local Casualty Assistance Calls Officers when requested, and document counseling sessions 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 counseling per standard procedures.
Help identify and recruit qualified professional presenters to supplement or replace contract presenters.
Monitor educational-material supplies and coordinate with Marketing to ensure materials are current, accurate, and distributed to contractors, other offices, and events.
Obtain and maintain professional designations in financial planning or counseling promoted or preferred by DoD.
Perform other duties as assigned.