Full-Time

Financial Advisor

Confirmed live in the last 24 hours

Horace Mann

Horace Mann

1,001-5,000 employees

Insurance and financial services for educators

Financial Services
Education

Mid

Cherry Hill, NJ, USA

This is a hybrid/onsite position.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Horace Mann's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s Degree
  • At least 3 years related experience in the Financial Advisor role
  • Series 7 & 66 securities licenses (or 65/63)
  • Life/Health preferred
  • Exceptional client relationship management skills
  • Excellent writing and verbal communication skills
  • Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
Responsibilities
  • Develop and prepare comprehensive financial plans for new and existing clients
  • Make investment recommendations and subsequent follow-ups for client portfolios with investment team
  • Provide ongoing support for existing clients through annual reviews
  • Present life insurance and annuity analysis
  • Create a planning process to help individuals meet their financial goals
  • Work with businesses, business owners and individuals
Desired Qualifications
  • Life/Health preferred

Horace Mann provides financial services and insurance products specifically designed for educators and community service professionals. The company offers a variety of insurance options, including auto, home, renters, and life insurance, as well as financial solutions like retirement planning and investment services. Its products are tailored to meet the unique financial needs of K-12 school teachers, administrators, and support staff, reaching around 1 million educators in the U.S. What sets Horace Mann apart from its competitors is its focus on the education sector and its commitment to supporting educators through initiatives like DonorsChoose, which helps teachers obtain funding for classroom resources. The company's goal is to help educators achieve lifelong financial success while ensuring the security of client information through strong data protection measures.

Company Stage

IPO

Total Funding

N/A

Headquarters

Springfield, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with TransUnion enhances financial wellness offerings for educators.
  • New digital experience improves customer engagement and satisfaction among educators.
  • Increased demand for mental health resources presents opportunities for new insurance products.

What critics are saying

  • Competition from fintech companies could erode market share among tech-savvy educators.
  • Rising natural disaster costs may impact profitability in property insurance.
  • Changes in education policy could affect educators' ability to purchase financial products.

What makes Horace Mann unique

  • Horace Mann specializes in financial solutions for educators and community service professionals.
  • The company offers a unique partnership with DonorsChoose to support classroom funding.
  • Horace Mann employs robust data security measures, including end-to-end encryption.

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Benefits

Remote Work Options

Hybrid Work Options