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Position Summary

Chapter Account Executives work closely with volunteer leaders to manage day-to-day chapter operations; including governance support, event development/production, non-dues revenue program management, member recognition, and achieve a positive volunteer/member experience.  Chapter Account Executives are expected to have a higher degree of experience, ability to work autonomously, and serve several clients.

Essential Position Functions

• Governance Support: Work with volunteer chapter leaders to develop a strategic plan to fulfill the vision and further the mission of the chapter; preparing board and committee meeting agendas, supporting materials, and minutes; and ensure compliance with the NAIFA Chapter Agreement.
• Event Development/Production: Manage the development, implementation, and evaluation of chapter programs and services in support of the chapter strategic plan. Delegate tasks to staff assigned to support the chapter, managing their work, and ensuring the timely execution of processes related to each program and service.
• Non-Dues Revenue Program Management: Assist in the solicitation and servicing of sponsors, vendors, and advertisers. Identify, evaluate, and recommend sources of non-dues revenue to the volunteer leaders.
• Member Recognition: Collaborate with volunteers to announce, recruit, select, and award recognition to members for their professional and volunteer achievements in the context of the industry.
• Achieve a Positive Volunteer/Member Experience: Promote a rewarding and enjoyable experience for volunteers and members, based on their interactions and support from their professional staff.

Key Position Competencies

• Teamwork—work cooperatively and collaboratively with others to achieve collective goals.
• Relationship Building—builds constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect. Ability to diplomatically lead and advise strong leaders.
• Project & Task Management—structures and directs others’ work on projects and programs.
• Communications—comfortable using a broad range of communication styles, choosing appropriate, effective ways to communicate to different audiences in diverse situations.
• Coaching, Mentoring & Empowerment—delegates authority and responsibility; conveys confidence in the ability of others to be successful, especially with new and challenging tasks; allows employees and volunteers the freedom to decide how they will accomplish their goals and resolve issues; and supports growth through feedback, instruction, and encouragement.
• Technologically Fluent—ability to learn and use new and varied technology platforms. Demonstrated proficiency with Outlook, Word, Excel, PowerPoint, Teams, and Zoom.
• Self-Directed & Detail Oriented—the position offers the possibility of full-time remote work or a combination of telework and office work. Some travel to events will be required at a future date as COVID-19 restrictions allow.

Position Experience & Education Requirements

• Bachelor’s degree or equivalent experience required
• Association management experience, CAE preferred
• Strong customer service and relationship skills
• Strong project management and organizational skills
• Writing, editing, and proofreading skills

Physical Requirements

• Sedentary work in an office that primarily involves sitting/standing, and operating office equipment (computer, calculator, phone, copier).
• Frequent repetitive motion that may include the wrists, hands, and fingers.
• Frequently communicates with others to exchange information, including placing/answering phone and video calls.
• Occasionally moves about to accomplish tasks or moves from one worksite to another.
• Must be able to occasionally lift and carry up to 20 pounds.

Work Environment

Performs work in our offices in Falls Church, Virginia; Cedar Falls, Iowa; or remotely in a home-office setting.

About National Association of Insurance and Financial Advisors (NAIFA)

NAIFA is the #1 association for producers in financial services. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. NAIFA members are Main Street Americans' financial security solution. NAIFA members provide products, services, and guidance that increase financial literacy in our society, protect their clients against life’s inherent risks, help hard-working Americans prepare for retirement, and create financial security and prosperity so their clients can leave a legacy for future generations. They serve individuals, families, and businesses in communities across the United States, building long-term relationships and often living and working in the same communities as their clients. For more information about NAIFA, visit www.naifa.org.

Connections working at National Association of Insurance and Financial Advisors (NAIFA)