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Careers

Job Openings

There is a tremendous sense of security in knowing that your employer has been around for more than a century. AAFMAA can provide the solid foundation for your successful career and we are in a continual search for talented and motivated professionals to be part of our team.

If you believe you have what it takes to join the AAFMAA team, we would love to review your resume. Please email your resume and cover letter (PDF or MSWord format) to [email protected].

Scope and Responsibilities

  • Provide direct support to the life insurance sales and operations teams, professionally managing marketing projects that actively promote the AAFMAA brand and life insurance products to our target audience
  • Develop and implement marketing and advertising campaigns by assembling and analyzing sales forecasts; prepare marketing and advertising strategies, plans, and objectives; and execute the marketing plan in coordination with the business development team
  • Track marketing and sales data in HubSpot and Microsoft Dynamics CRM and report marketing activities and sales to company leadership
  • Responsible for planning, coordinating, and overseeing marketing projects for the Life Insurance business unit, ensuring they are completed to specifications and within designated timelines
  • Assist in managing important marketing, advertising, and promotional contract relationships
  • Research competitive services by identifying and evaluating offering characteristics, market share, pricing, and advertising; maintain research databases

Required Skills and Experience

  • Bachelor’s degree in marketing, communications, or related field; commitment to life-long learning
  • Proven ability to connect with military communities
  • Strong interpersonal skills and excellent oral and written communication skills
  • Understanding of and demonstrated interest in financial services marketing
  • Ability to thrive in a highly-dynamic environment, coordinating priorities across multiple cross-functional teams
 

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Scope and Responsibilities

  • This position is responsible for providing guidance to team of 4 regarding general underwriting issues, as well as specific problems involving interpretation of medical records and terminology
  • Responsible for the inventory and workflow process of all applications in underwriting with an emphasis on quality and productivity
  • The position works without direct supervision and has a complete understanding of the entire underwriting process
  • Provide daily guidance and communication to underwriting employees to ensure that any questions are resolved in a timely and knowledgeable manner
  • Monitor the performance of underwriting employees, specifically knowledge of functional responsibilities of the job and work load
  • Complete Performance Reviews and any required counseling/training for underwriting employees in coordination with VP Insurance Operations
  • Monitor work flow and follow up on aging/pending requests
  • Evaluate insurance applications to analyze medical conditions/prescriptions and determine whether to request medical records or additional information prior to ordering Paramedical exam
  • Perform review of complex cases in coordination with outsourced underwriter and AAFMAA resources
  • Review underwriting processes and procedures and suggest methods to improve operations, in coordination with VP Insurance Operations
  • Acts as representative/consultant across the AAFMAA for information, issues and problem resolution related to underwriting
  • Correspond with members via phone, email, and letter regarding their medical history and application requirements
  • Act as liaison between Paramedical / APS vendors and applicants
  • Other duties as assigned

Required Skills and Experience

  • College degree in business or related field
  • Five or more years of experience involving insurance and/or financial services
  • Demonstrated ability to manage a high volume of workflow with a high degree of attention to accuracy and quality
  • Demonstrated analytical ability, business judgment, and independent decision-making required
  • Demonstrated ability to work harmoniously with co-workers to motivate and positively support them to achieve superior results
  • Excellent oral and written communication skills
  • Strong organizational and project management skills with demonstrated ability to independently set priorities, meet deadlines, and implement projects as needed
  • Proven proficiency with computers
 

Apply now by emailing your resume and cover letter (PDF or MSWord format)

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Scope and Responsibilities

  • Contact life insurance applicants to initiate requirement requests as dictated by the Underwriters, and follow up on outstanding application requirements: ID’s, medical exams, medical reports, etc. Research and follow-up on aging/pending requests.
  • Understand and be able to clearly and completely explain the application process, need for further requirements, and circumstances of approval.
  • Be subject matter expert for AAFMAA’s coordination of Paramed physicals, including ordering, collecting, problem resolution, communication with vendor and review of completed exams and lab work.
  • Assist in medical review of incoming applications, check files for completeness, and collect missing information.
  • Correspond with members via phone, email, and letter regarding their approval in a substandard premium category and work with them to make any changes requested to place insurance.
  • Support general department duties such as filing, phone calls, etc.
  • Other duties as assigned.

Required Skills and Experience

  • Strong organizational skills
  • Excellent verbal and written communication skills
  • Comfortable speaking about medical issues with affected applicants
  • Multi-task orientation and attention to detail, with ability to shift priorities
  • Ability to work independently on assigned tasks and to accept direction on given assignments
  • Ability to work within a team
  • Ability to exercise initiative, decision making, and judgement
  • Insurance industry experience (Sales, Underwriting, Claims, Customer Service) highly preferred, with general knowledge of New Business functions
  • Existing LOMA designations (ALMI, FLMI), or ability to complete FLMI designation courses within two years of hire
 

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Description

AAFMAA Mortgage Services LLC (AMS) is looking for military oriented professionals with strong sales and customer service skills to join our team and become a Loan Officer, also known as a Mortgage Loan Originator or Military Mortgage Advisor. AMS is part of the American Armed Forces Mutual Aid Association (AAFMAA), the longest-standing not-for-profit, member-owned association which serves the military community. Be part of a team that helps servicemembers and Veterans get they affordable financing they need to build, buy, or refinance a home.

Scope and Responsibilities

  • Originate residential mortgage loans to current and prospective AAFMAA members. Daily qualified inbound & outbound leads provided.
  • Develop and grow relationships with real estate professionals, homebuilders, and other referral sources to generate qualified mortgage leads.
  • Maintain a broad and current understanding of mortgage products, guidelines, pricing strategies, and industry standards. Structure loan scenarios to best meet the needs of each borrower.
  • Engage in local community activities such as working with other not-for-profit military-focused organizations to develop new business and grow awareness of AMS in your market.

Required Skills and Experience

  • Current mortgage license or ability to get licensed before hire
  • 1-3 years lending experience and mortgage knowledge is preferred but not required.
  • Organized with an attention for details
  • College degree preferred
  • Exceptional oral and written communication and presentation skills
  • Strong phone and in-person sales skills
  • A passion for customer service
  • High proficiency with Microsoft Office products and overall comfort with technology such as lead management/CRM and loan application systems
  • Capacity to work independently, be self-motivated and adapt well to change, but also work well as part of a team that includes other departments such as Marketing, IT, and Processing & Operations
 

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AAFMAA Mortgage Services LLC is an equal opportunity employer, Lender NMLS: 1423968, https://www.nmlsconsumeraccess.org/, Equal Housing Lender, Veteran Affairs (VA) approved lender # 668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency. See Legal & Licensing and Disclaimer website pages for additional disclosures.

Scope and Responsibilities

  • Recruit, develop and lead a team of licensed Mortgage Loan Officers; motivate them and establish strategies to achieve monthly and annual loan production goals.
  • Engage in local community activities and organizations to develop new business. Develop relationships with real estate professionals, homebuilders, and other referral sources to generate qualified mortgage leads.
  • Coordinate with processing, underwriting, compliance, and customer service functions to make sure applications and loans are handled efficiently and according to company, local, state, and federal regulations and guidelines, processes, and procedures.
  • Manage all branch activities and expenses to stay within a desired operating budget.
  • Handle and resolve any customer inquiries or complaints and assist in resolving any issues.
  • Obtain and maintain branch licensing by state as needed.
  • Identify new business opportunities and look for ways to grow awareness of AMS in your market.

Required Skills and Experience

  • At least 5 years mortgage branch management experience, including lending and knowledge of various mortgage loan products. Or, a senior loan officer role or assistant manager experience where you have proven results developing mortgage business and recruiting and managing sales people.
  • Current mortgage license or ability to get licensed before hire.
  • Proven ability to lead a team to achieve targeted production levels.
  • Clear and effective communication skills, both verbal and written.
  • Undergraduate degree.
  • Capacity to work independently, be self-motivated and adapt well to change.
  • Ability to develop business relationships with real estate professionals, homebuilders, military organizations, and other business referral sources.
  • Strong recruiting, hiring, and training skills to develop leading sales teams.
  • Prior military service, highly preferred.
 

Apply now by emailing your resume and cover letter (PDF or MSWord format)

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AAFMAA Mortgage Services LLC is an equal opportunity employer, Lender NMLS: 1423968, https://www.nmlsconsumeraccess.org/, Equal Housing Lender, Veteran Affairs (VA) approved lender # 668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency. See Legal & Licensing and Disclaimer website pages for additional disclosures.

Scope and Responsibilities

  • Develop, maintain and expand relationships by actively promoting our services to existing and prospective clients.
  • Possesses knowledge of financial planning, investment management, and trust administration services to suggest services to new clients and expand services provided to existing clients.
  • Meet with clients and prospects to discuss their needs, uncover current and future opportunities, and recommend a full range of service solutions.
  • As the focal point for AWM&T client engagement, collaborate with business partners and coordinate delivery of service solutions with AWM&T financial planners, investment officers, trust officers, assistant relationship managers, and others.
  • Represent AWM&T in the military community by actively developing referral sources and centers of influence.
  • Manage and document your work using the Salesforce Financial Services Cloud.

Required Skills and Experience

  • Bachelor’s degree.
  • Ability to make decisions and recommend services to new and existing relationships. Strong interpersonal skills and good oral and written communication skills. Willing to work as team member.
  • Proven ability to develop new relationships within military communities. Military service or strong knowledge of military and government benefits a plus.
  • Experience with Salesforce Financial Services Cloud and Microsoft Office applications.
  • Certification in a related fiduciary field such as CFP® or CTFA preferred.
 

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Scope and Responsibilities

  • Provide all administrative support to Relationship Managers including data entry, document preparation, account maintenance, and office resource management. Examples include opening and closing accounts, preparing account documents, completing account reviews, processing cash and in-kind receipts and disbursements, reviewing account fees, reviewing account transactions in coordination with tax preparer, preparing committee minutes, and preparing materials for client meetings.
  • Develop knowledge of financial planning, investment management, and trust services, and the confidence to provide exemplary support to the team, prospective clients and existing clients
  • Support events and coordinate meetings that educate prospective members about our services
  • Facilitate team coordination through support and communication with Relationship Managers, Investment Officers, Financial Planners, Marketing, and Compliance

Required Skills and Experience

  • Prior experience in the wealth management/financial services industry, including the use of trust accounting software, portfolio management software, Salesforce, and, preferably Docupace
  • Familiarity with the needs and unique circumstances of the military family
  • Bachelor’s degree
  • Enthusiasm for learning new skills and developing new business relationships
  • Proven team player
  • Professional oral and written communication skills
 

Apply now by emailing your resume and cover letter (PDF or MSWord format)

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