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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

  • You will apply your understanding of our brand voices to writing, editing, and proofreading content
  • Write and/or edit copy for a variety of media including Web, blogs, email, social, print, video, podcasts, and more
  • Proofread work to ensure high editorial standards are met across all content outputs
  • Collaborate with creative, product, and marketing teams to apply appropriate positioning and messaging
  • Drive brand consistency across all company communications
  • Implement brand guidelines and participate in quality control efforts
  • See assigned projects through to completion
  • Work with the Content Strategist and Graphic Designer and other marketing team members to develop content
  • Adept at working independently and collaborating with members of a Marketing department to brainstorm, develop, edit and modify a variety of marketing materials

Required Skills and Experience

  • A Bachelor's degree in English Writing/Literature, Marketing or Communications is required
  • 1-3 years of experience in marketing communications copywriting, preferably with an ad agency
  • Understanding of creative marketing via message, brand voice and target audience
  • Ability to write clear and error-free content that meets expectations using a diligent eye for detail, language, flow, and grammar
  • Proven ability to demonstrate brand voice and to adapt it to various audiences
  • Understanding of SEO best practices
  • Ability to handle multiple projects concurrently and to work within defined timelines
  • Portfolio of work that demonstrates a broad scope of capabilities
  • Proficiency in Microsoft Office applications
 

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Scope and Responsibilities

  • Work closely with the CMO in leading the development and execution of a high-impact, cost-effective, integrated marketing communications program targeting key member segments to drive sales and significantly increase brand awareness.
  • Lead the SpouseLink program, working closely with the President and CMO, to engage with Military Spouses, provide information about AAFMAA’s products and services, and ultimately generate increased sales for AAFMAA.
  • Oversee the daily operations of the marketing team, including employees, dedicated contractors, external agencies, partners and vendors, ensuring smooth and efficient workflow.
  • Manage several annual major corporate sponsor relationships and cultivate new ones including opportunity discovery, sponsorship program design, contracting and execution.
  • Assist in ongoing enterprise brand management including monitoring and enforcement of brand standards in all business efforts.
  • Assist in creation, management and execution of marketing budget, including invoice and expense tracking against budget.
  • Oversee all traditional and digital marketing execution including advertising, collateral, events, media relations, webinars, direct email, website, SEO/PPC, sponsored content, and display. Track and report on marketing and business KPIs using both raw data and analytics systems.
  • Support day-to-day marketing points-of-contact for internal customers, working within business units and departments, providing marketing expertise and execution services, as necessary.
  • Lead marketing coordination efforts using project management tools and marketing execution using marketing automation systems.
  • Attend promotional events, as needed. Approximately 5-10% travel required.

Required Skills and Experience

  • 6-8 years of marketing experience including personnel management; financial services industry experience preferred
  • Bachelor’s Degree in Marketing, Business, Communications or similar field
  • Excellent verbal and written communication skills, including editing and proofreading
  • Well organized with strong interpersonal skills
  • Exceptional attention to detail
  • Proven experience in traditional and digital marketing best practices and operations
  • Experience directing and analyzing reports using raw data and analytics tools
  • Experience in agency, vendor, partner, and sponsorship relationship management
  • Proficiency in Microsoft Office Suite, social media platforms, marketing automation systems, project management tools, and aptitude for other technology
 

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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
 

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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

  • Originate residential mortgage loans to current and prospective AAFMAA members
  • 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
  • Engage in local community activities / 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
  • 3-4 years lending experience and knowledge of various mortgage loan products
  • Strong attention to detail
  • Exceptional oral and written communication skills
  • High proficiency with Microsoft Office products and overall comfort with technology
  • Capacity to work independently, be self-motivated and adapt well to change
  • Prior military service and military spouses, 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.

Description

The Wealth Management Portfolio Manager responsibilities include producing fundamental company analysis, making individual stock and mutual fund recommendations, managing client portfolios, working with relationship managers to help cultivate new client relationships and expand existing relationships, and working with financial planners to help develop customized personal financial plans.

Scope and Responsibilities

Client Support:

  • Helps relationship managers to establish and cultivate trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team members.
  • Reviews performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors.
  • Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft a comprehensive financial strategy in conjunction with the Relationship Manager.

Investment Management:

  • Stays up to date and well-read in macroeconomic research and news to aid the Chief Investment Officer in preparing the macroeconomic overview for top down portfolio construction.
  • Performs independent research on individual companies and sectors to bring ideas for security selection across the equity and fixed income strategies employed by the firm.
  • Manages client accounts by implementing changes to client portfolios recognizing impacts for taxes and other relevant factors through our portfolio management software.

Required Skills and Experience

Education and/or Experience:

  • 5-10 years of work experience in a wealth management, investment management or similar environment.
  • Four-year college degree in a relevant academic field
  • MBA/CFA preferred but not required.
  • Familiarity with stocks, bonds, mutual funds required. Familiarity with options and derivatives a plus. Ability to monitor and explain performance including key risk metrics.
  • Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint), Slack, Zoom, Bloomberg, Morningstar. Coding/programming languages interesting as an area of future expansion, but not currently required.

Temperament:

  • Interest in working in an organization focused on long-term performance, not short-term results
  • Enjoys working with people and problem solving
  • Effective written and verbal communication skills
  • Able to work independently and effectively on a team
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
 

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

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Scope and Responsibilities

  • Reporting directly to the President, lead an integrated sales and marketing team responsible for accomplishing trust company business growth and client service objectives.
  • Set annual marketing and sales team goals and budgets, and then achieve or exceed those goals each year on budget.
  • Drive improved marketing and sales integration with efficient use of information technology including the AWM&T website, Hubspot, Salesforce Financial Services Cloud, Black Diamond, Riskalyze, and eMoney.
  • Assign qualified leads developed by the marketing team to the sales team and enable the sales team to close new wealth management relationships.
  • Possesses knowledge of fiduciary financial planning, investment management, and trust administration services to conduct technical reviews of marketing material and coordinate required professional training.
  • Operate firmly within the fiduciary boundaries provided by AWM&T policies and procedures.
  • Manage hiring, onboarding, performance reviews, and professional development of your team.

Required Skills and Experience

  • Bachelor’s degree.
  • Ability to make decisions and take action. Strong interpersonal skills and good oral and written communication skills. Willing to work as team member.
  • Military service or strong knowledge of military and government benefits a plus.
  • Experience with Hubspot, Salesforce Financial Services Cloud, and Microsoft Office applications.
  • Certification in a related fiduciary field such as CFP® or CTFA preferred. Must understand fiduciary responsibilities including prudent investing and suitability of services.
  • 10+ years of experience in the financial services industry.
 

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

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This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.