CHAPTER PLAYBOOK

Membership Chair

The Membership Chair is key to a Chapter's success. The main function of the Membership Chair is to keep the Chapter strong by promoting membership through retention and renewal of existing members, as well as the recruitment and prospecting of new members. You should not have to cover all of these tasks alone. 

NAIFA’s membership efforts rely on leadership from state membership teams. Volunteer leaders help guide NAIFA by weaving membership and membership value throughout all NAIFA activities. It’s important to work closely with your members, committees and board to enlist their support and ensure that membership recruitment and retention is integrated into your Chapter activities and efforts. The Chapter Membership Team serves as the point of contact at the Chapter level for NAIFA membership initiatives, campaigns and communications. Key responsibilities of the Membership Chair as applicable to each Chapter include:

1. Build a team of at least 10 volunteers from around the state who are passionate about NAIFA and spreading the word about NAIFA membership. Those members with agency contacts, who can help set up agency presentations and drive NAIFA support within general agencies, would be extremely valuable members of the membership team.
2. Oversee the welcoming of all new members to the Chapter.
3. Work with your Chapter's Communication Chair to identify and recognize members achieving certifications, milestones or anniversaries.
4. Membership Promise Presentation:
   1. Maintain relationships with general agents in the state.
   2. Schedule and hold agency presentations, reporting presentations as they are scheduled and after the occur.
   3. Build a team of presenters around the state who can be called upon to give a presentation whenever the opportunity arises near them.
5. Leverage NAIFA’s corporate partner program, working to build relationships with managers from those companies within your state. These companies are promoting NAIFA to their agents and advisors and therefore, a relationship on a state or local level will be more natural and effective.
6. Maintain a prospect list to aid in recruiting. Referrals for the 100% Agency Program, Financial Security Champion Program and individual referrals should be submitted to NAIFA. 
7. Execute NAIFA recruitment, onboarding, engagement/retention and recognition programs for Chapters.
8. Establish a plan for the year. This plan should include how to communicate with and engage new, existing and lapsed members to maintain or increase retention within the Chapter. Plan should be shared with State, Local and Affiliate Membership Chairs. 
9. Support NAIFA membership programs and campaigns and communicate often with NAIFA regarding your progress in implementing programs and campaigns.
10. Tune in to NAIFA leadership blogs and webinars to keep up with the latest program and member benefit offerings.
11. Regularly check the promotional kits page for the latest campaigns and materials.
12. Develop and implement a Membership Chair succession plan. Ensure a smooth and effective succession from one year to the next through training, leadership development, accurate record-keeping and administration. 
13. Keep State, Local and Affiliate Membership Chairs motivated through on-going communication, recognition and progress acknowledgement. 

Position Competencies 

• Planning
• Goal Setting
• Communication
• Team Building
• Mentoring
• Public Speaking
• Training
• Accountability

Membership Committee Roles to Consider:

• The Closer: Loves to Make the Ask
• The Greeter: Loves to Welcome
• The Connector: Loves to See How People Fit Together
• The Smoother: Loves to Set Things Right
• The Check Things Twice List Ticker: Loves to Make Sure Process is Completed
• The Energizer: Brings the Juice Every Time
• The Social Media Influencer: Who Can Showcase NAIFA Love
• The Ambassador: Loves to Make Presentations & Provide Interviews
• The Reconnecter: Loves to Call Lapsed Members/Make Care Calls