Financial Advisor - Educator Clients

Horace Mann; Lindenwold (NJ); On-site; USD 60,000 - 95,000; Full time

Job summary

Horace Mann in the United States seeks a mission-driven Financial Advisor to serve K-12 educators and school employees, providing guidance on insurance, retirement, and investment solutions.

You will prospect within school communities, conduct financial reviews, explain auto, home, life, supplemental, and retirement products, and tailor strategies to clients\' long-term goals while maintaining compliance and documentation.

Responsibilities

• Prospect within school communities, build relationships with educators and staff.
• Conduct financial reviews and recommendations tailored to client goals.
• Explain auto, home, life, supplemental, and retirement products and services.
• Collaborate with internal teams and maintain detailed documentation.
• Meet compliance standards and participate in community/school events to deepen relationships.

Job description

Horace Mann seeks a mission-driven Financial Advisor to serve K-12 educators and school employees. In this role, you'll provide personalized guidance on insurance, retirement, and investment solutions, helping clients protect assets and plan for long-term goals. Responsibilities include prospecting within school communities, conducting financial reviews, explaining auto, home, life, supplemental, and retirement products, and recommending tailored strategies. You'll collaborate with internal teams, maintain detailed documentation, meet compliance standards, and participate in community and school events to deepen relationships and expand your client base.