Financial Advisor - Educator Clients

Horace Mann

Cherry Hill Township (NJ)

On-site

USD 60,000 - 90,000

Full time

5 days ago
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Job summary

Horace Mann is seeking a Financial Advisor to serve K-12 educators and school employees with tailored insurance and retirement solutions. You will assess clients' financial needs and develop customized plans for protection and long-term savings.

You will recommend auto, home, life, supplemental insurance and retirement products, conduct educational workshops, and build relationships with school districts. The role offers a mission-driven, collaborative culture with strong training and

Responsibilities

  • Assess clients' financial needs
  • Develop customized plans for protection and long-term savings
  • Recommend insurance and retirement products
  • Conduct educational workshops
  • Build relationships with school districts
  • Provide ongoing portfolio reviews

Job description

Horace Mann seeks a Financial Advisor to serve K-12 educators and school employees with tailored insurance and retirement solutions. In this role, you will assess clients’ financial needs, develop customized plans for protection and long-term savings, and recommend auto, home, life, supplemental insurance and retirement products. You will conduct educational workshops, build relationships with school districts, and provide ongoing portfolio reviews. The position offers a mission-driven, collaborative culture with strong training, professional development, and the opportunity to positively impact educators’ financial futures.

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