Educator Financial Planner & Workshop Facilitator

American Accounting Association; Cherry Hill Township (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

Horace Mann seeks a Financial Advisor to serve K-12 educators with tailored insurance and retirement solutions. You will assess clients' financial needs, develop plans for protection and long-term savings, and recommend auto, home, life, and retirement products.

You will conduct workshops, build relationships with school districts, and provide ongoing portfolio reviews in a mission-driven, collaborative culture with strong training and professional development.

Qualifications

• Experience in advising K-12 educators or school staff.
• Ability to design and deliver financial education workshops.
• Strong knowledge of financial protection and retirement products.

Responsibilities

• Assess educators' financial goals and protection needs.
• Develop personalized financial, insurance, and retirement plans.
• Deliver on-site and virtual workshops for school staff.
• Build relationships with educators and school districts.
• Conduct portfolio reviews and adjust plans as needed.
• Ensure regulatory compliance and maintain records.

Skills

Financial planning

Retirement planning

Insurance knowledge

CRM software

Public speaking

Workshop facilitation

Sales & prospecting

Education

CPA – Certified Public Accountant

CISA – Certified Information System Auditor

Job description

Horace Mann seeks a Financial Advisor to serve K-12 educators with tailored insurance and retirement solutions. You will assess clients' financial needs, develop plans for protection and long-term savings, and recommend auto, home, life, and retirement products.

You will conduct workshops, build relationships with school districts, and provide ongoing portfolio reviews in a mission-driven, collaborative culture with strong training and professional development.