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