Life & Retirement Advocate II

Dormont Manufacturing Co; Deutschland; Vor Ort; EUR 25.883 - 35.203; Vollzeit

Zusammenfassung

Dormont Manufacturing Co is seeking a Life & Retirement Advocate in Germany. You will support annuity operations and ensure a smooth, accurate experience for our customers.

This role involves processing new business transactions, collaborating with internal teams, and meeting established service standards. A High School Diploma and 1-2 years experience in financial services are required.

Competitive pay rates ranging from $21.44 to $29.16/hr based on experience.

Qualifikationen

• 1–2 years of experience in retirement services operations or financial services.
• FINRA Series 6/63 licenses strongly required.
• Strong understanding of retirement products and IRS tax regulations.

Aufgaben

• Process annuity new business and in‑force transactions accurately.
• Review applications to ensure all requirements are ‘In Good Order’.
• Communicate with the field sales team to obtain required information.

Kenntnisse

Communication skills

Analytical skills

Attention to detail

Mathematical skills

Ausbildung

High School Diploma or equivalent

1–2 years of college preferred

Jobbeschreibung

At Horace Mann, we’re a purpose‑driven company passionate about serving educators and helping them achieve long‑term financial security. As a Life & Retirement Advocate, you’ll play a key role in supporting annuity operations and ensuring a smooth, accurate, and compliant experience for our customers and field partners.

In this role, you’ll process new business transactions, support in‑force policy changes, and collaborate closely with internal teams and field representatives. You’ll be part of a dynamic, team‑oriented environment that values accuracy, continuous improvement, and exceptional service.

If you enjoy problem‑solving, working with financial products, and making a meaningful impact, this is a great opportunity to grow your career in Life & Retirement operations.

Key Responsibilities

• Process annuity new business and in‑force transactions accurately and efficiently.
• Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies.
• Communicate effectively with the field sales team via phone and email to obtain required information.
• Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.
• Meet or exceed established service standards, productivity, and quality goals.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency.
• Collaborate with peers and leadership to maintain workflow efficiency and service excellence.

Qualifications & Experience

• High School Diploma or equivalent required; 1–2 years of college preferred.
• 1–2 years of experience in retirement services operations or financial services industry.
• FINRA Series 6/63 licenses strongly required.
• Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements.
• Excellent communication and analytical skills.
• Strong attention to detail and accuracy; above‑average math/accounting skills.
• Prior call center or customer service experience preferred.
• Commitment to ongoing learning, including LOMA/ACS coursework encouraged.
• Flexibility to work overtime or adjust schedules as needed.

Pay Range:

$21.44 - $29.16/hr.

Salary is commensurate to experience, location, etc.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status