Financial Advisor - Insurance & Retirement Planning for Educators

Horace Mann seeks a Financial Advisor to provide insurance and retirement solutions tailored to K-12 educators and school employees. In this mission-driven role, you'll assess client needs, recommend auto, home, life, supplemental insurance and retirement products, and build long-term advisory relationships. Collaborate with school districts and internal partners, present financial education workshops, and ensure compliance with industry regulations. Horace Mann offers a collaborative, education-focused culture, strong training, and growth opportunities serving the education community.

Responsibilities

• Assess financial needs of K-12 educators and school employees
• Recommend insurance and retirement products aligned with client goals
• Conduct financial reviews and create personalized financial plans
• Build and maintain long-term client relationships within school communities
• Deliver educational workshops and presentations to educators
• Collaborate with internal partners to support client service and onboarding
• Ensure all recommendations comply with regulatory and company standards
• Maintain accurate records of client interactions and product proposals
• Meet sales and service targets while upholding integrity and client focus
• Stay current on financial, insurance, and retirement products and trends

Required Skills

• Financial planning
• Insurance product knowledge
• Retirement planning
• Sales and prospecting
• Customer relationship management (CRM)
• Regulatory and compliance knowledge
• Public speaking and presentations
• Data and needs analysis
• Negotiation
• Microsoft Office and financial planning tools