Education Presenter & Military Benefits Liaison

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 #J-18808-Ljbffr Navy Mutual