Chapter Executive (Remote) | National Association of Insurance and Financial Advisors (NAIFA)
Arlington, VA, POSITION SUMMARY
The Chapter Executive serves as the primary staff partner and day-to-day executive resource for assigned NAIFA chapters. This position works closely with chapter officers, boards of directors, committees, and volunteer leaders to translate chapter strategy into effective governance, operations, programs, member engagement, volunteer support, government relations, grassroots advocacy, PAC activities, sponsorship activity, and compliance. The Chapter Executive helps chapters operate professionally, deliver meaningful value to members, strengthen volunteer leadership, support member recruitment, retention, and reactivation, and remain aligned with NAIFA's Chapter Agreement, NAIFA’s Chapter Management Services Agreement, national priorities, and the broader Membership and Chapter Services mission.
DAY-TO-DAY RESPONSIBILITIES
On a day-to-day basis, the Chapter Executive keeps assigned chapters organized, responsive, compliant, and focused on member value. The position prepares board and committee agendas, materials, minutes, calendars, and follow-up items; advises volunteer leaders on governance, operations, strategic priorities, and chapter responsibilities; coordinates chapter programs, meetings, events, government relations, grassroots advocacy, PAC activities, sponsorship activity, and communications; and ensures that decisions made by chapter boards are implemented in a timely and professional manner.
The Chapter Executive also serves as a practical connector between NAIFA's national membership strategy and local chapter execution. This includes helping chapter leaders understand membership data, identify opportunities for recruitment and reactivation, support new and returning member activation, recognize member and volunteer achievements, and create a positive experience that encourages members and volunteers to remain engaged. The position must balance volunteer leadership support with operational discipline, helping chapters maintain momentum while ensuring that commitments, deadlines, records, communications, and member-facing activities are completed accurately and consistently.
ESSENTIAL FUNCTIONS
Chapter Governance and Board Support: Works closely with chapter officers, boards of directors, executive committees, and other volunteer leaders to support effective governance, decision-making, accountability, and implementation of board-approved priorities.
Strategic Planning and Chapter Operations: Assists chapter leaders in developing, maintaining, and executing chapter strategic plans that advance NAIFA's mission, strengthen the chapter experience, and align with national membership and chapter priorities.
Meeting Preparation and Follow-Through : Prepares board and committee meeting agendas, supporting materials, minutes, action-item summaries, and follow-up communications so chapter leaders have the information and structure needed to govern effectively.
Volunteer Leadership Support and Development: Advises, supports, and coaches chapter volunteers; helps leaders understand their roles and responsibilities; encourages effective delegation and succession planning; and assists in identifying and developing future volunteer leaders.
Member Recruitment, Engagement, Retention, Reactivation, and Recognition: Collaborates with chapter leaders and committees to support local member recruitment, engagement, retention, reactivation, and recognition efforts, including regular review of member data and timely follow-up with new, renewing, expired, and lapsed members.
Chapter Programs, Events, and Member Value: Manages the development, implementation, production, and evaluation of chapter programs, meetings, events, government relations, grassroots advocacy, PAC initiatives, and services that support the chapter strategic plan and deliver clear value to members.
Non-Dues Revenue and Sponsor Relations: Assists chapter leaders in identifying, evaluating, soliciting, and servicing sponsors, vendors, advertisers, and other non-dues revenue opportunities that support chapter programs and financial sustainability.
Chapter Communications and Information Flow: Coordinates timely, accurate, and professional communications among chapter leaders, members, sponsors, national staff, and other stakeholders, including notices, reminders, event information, leadership updates, and follow-up messages.
Compliance and Administrative Accountability: Helps ensure chapter operations remain consistent with the NAIFA Chapter Agreement, the NAIFA Chapter Management Services Agreement, chapter bylaws and policies, board decisions, applicable rules and regulations, and required administrative processes.
Positive Volunteer and Member Experience: Promotes a rewarding, organized, and responsive experience for volunteers and members by providing professional staff support, anticipating needs, resolving issues, and helping chapter leaders create a culture of engagement, appreciation, and follow-through.
- KNOWLEDGE, SKILLS AND ABILITIES
Teamwork: Works cooperatively and collaboratively with national staff, chapter leaders, volunteer committees, members, sponsors, and internal partners to achieve chapter and membership goals.
Relationship Building: Builds constructive working relationships characterized by trust, responsiveness, diplomacy, follow-through, and mutual respect. Able to advise and support strong volunteer leaders while maintaining appropriate professional boundaries and operational accountability.
Governance and Volunteer Leadership: Understands the role of boards, committees, officers, and volunteer leaders in an association environment and helps volunteers operate within clear governance, accountability, and decision-making structures.
Project and Task Management: Structures, prioritizes, and follows through on chapter programs, events, meetings, communications, reports, timelines, and administrative responsibilities.
Communications: Uses clear, professional, and audience-appropriate communication with chapter leaders, members, sponsors, committees, and internal staff in both routine and sensitive situations.
Member Engagement and Chapter Development: Understands how chapter activity supports member recruitment, onboarding, engagement, retention, reactivation, and recognition, and helps volunteer leaders translate membership goals into practical local action.
Event and Program Management: Coordinates chapter programs and events from planning through execution and evaluation, including schedules, speakers, logistics, registrations, communications, volunteer assignments, sponsor deliverables, and post-event follow-up.
Sponsor and Non-Dues Revenue Support: Supports the identification, solicitation, fulfillment, and stewardship of sponsors, vendors, advertisers, and other revenue partners in a manner that strengthens chapter value and relationships.
Data Management and Reporting: Reviews and uses member, event, sponsorship, and chapter activity information to support decisions, track follow-up, identify opportunities, and communicate progress to volunteer leaders and national staff.
Technologically Fluent: Ability to learn and use new and varied technology platforms. Demonstrated proficiency with Outlook, Word, Excel, PowerPoint, Teams, and Zoom. Experience with association management systems, CRM platforms, event registration tools, email platforms, or related chapter management technology preferred.
Self-Directed and Detail Oriented: Manages multiple chapters, meetings, programs, communications, deadlines, records, volunteer relationships, and follow-up activities with accuracy and minimal day-to-day supervision. Position offers the possibility of full-time remote work, or a combination of telework and office work. Some travel to events will be required.
Stress Tolerance: Displays emotional resilience and the ability to withstand pressure; deals with difficult situations while maintaining performance; uses appropriate coping techniques; and seeks support from others when necessary.
- EXPERIENCE & EDUCATION
Bachelor's degree or equivalent experience required.
- Experience in association management, chapter relations, component relations, volunteer management, nonprofit operations, member services, or a related field preferred. CAE or interest in pursuing CAE preferred.
- Experience working with boards of directors, committees, officers, volunteer leaders, or similar governance structures preferred.
- Experience supporting member recruitment, onboarding, engagement, retention, reactivation, recognition, or customer/member success initiatives preferred.
- Experience planning and executing meetings, educational programs, networking events, conferences, or other member-facing programs preferred.
- Experience supporting sponsorship, advertising, vendor relations, or other non-dues revenue programs preferred.
Strong writing, editing, proofreading, agenda preparation, minute-taking, and professional communication skills.
Strong project management, organizational, data management, and follow-up skills.
Strong customer service, facilitation, diplomacy, relationship-building, and volunteer leadership support skills.
PHYSICAL REQUIREMENTS
Sedentary work in an office that primarily involves sitting/standing, and operating office equipment (computer, calculator, phone, copier, fax machine).
Must be able to occasionally lift and carry up to 20 pounds.
WORK ENVIRONMENT
Performs work in our offices in Rosslyn, Virginia; Cedar Falls, Iowa; or remotely in a home-office setting. Some travel for events is required.
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