Educator Financial Planner – Insurance & Retirement

American Accounting Association; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Horace Mann seeks a Financial Advisor to serve K-12 educators with personalized insurance and retirement solutions. In this mission-driven role, you'll build and manage a book of business, conduct financial needs analyses, and recommend appropriate auto, home, life, supplemental, and retirement products.

You will educate clients on protection and long-term planning, prepare proposals, and support enrollment.

Qualifications

• Experience in financial planning and retirement solutions for clients.
• Knowledge of insurance products and protection planning.
• Strong sales mindset with ability to prospect and build a book of business.

Responsibilities

• Provide financial planning and guidance to K-12 educators and school employees.
• Conduct needs analyses and develop tailored insurance and retirement strategies.
• Recommend and explain auto, home, life, supplemental, and retirement products.
• Build and manage a book of business and maintain strong client relationships.
• Host or support educational sessions for schools and educator groups.
• Prepare proposals, illustrations, and enrollment materials.
• Ensure compliance with financial, insurance, and privacy regulations.
• Collaborate with internal teams and school partners to support clients.
• Track sales activities, pipeline, and performance metrics in CRM tools.
• Participate in ongoing training and professional development programs

Skills

Financial planning

Retirement planning

Insurance product knowledge

Sales and prospecting

Job description

Horace Mann seeks a Financial Advisor to serve K-12 educators with personalized insurance and retirement solutions. In this mission-driven role, you'll build and manage a book of business, conduct financial needs analyses, and recommend appropriate auto, home, life, supplemental, and retirement products.

You will educate clients on protection and long-term planning, prepare proposals, and support enrollment.