Mission-Driven K-12 Educator Financial Advisor

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 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.