Financial Advisor - Educator Clients

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

Financial Advisor - Educator Clients

Employer: Horace Mann

Location: Cherry Hill, New Jersey

Salary: Competitive

Closing date: Sep 26, 2026

Focus Area: Accounts, Budgeting & Resource Allocation, Records & Reporting, Regulatory Compliance & Policy

Role Type: Advisor, Faculty, Lecturer / Educator

Role Level: Staff

Certifications: CPA – Certified Public Accountant, CISA – Certified Information System Auditor

Work Mode: On Site

Employment Type: Full Time

Organization Type: Corporate

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.

Responsibilities

• Assess K-12 educators' financial goals, risks, and protection needs
• Develop customized financial, insurance, and retirement plans
• Recommend auto, home, life, supplemental insurance, and retirement products
• Conduct on-site and virtual financial education workshops for school staff
• Build and maintain relationships with educators and school districts
• Monitor client portfolios and conduct regular reviews and plan adjustments
• Ensure compliance with industry regulations and company policies
• Document client interactions and maintain accurate records in CRM systems
• Collaborate with internal teams to address client service needs
• Participate in community and school events to expand outreach

Required Skills

• Financial planning
• Retirement planning
• Insurance product knowledge
• Client relationship management
• Sales and prospecting
• Needs analysis and risk assessment
• Portfolio review and reporting
• Regulatory and compliance knowledge
• Public speaking and workshop facilitation
• CRM and financial software proficiency