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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 in Cherry Hill, NJ.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
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

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 services such as retirement planning and investment solutions. Horace Mann serves around 1 million K-12 educators in the U.S., focusing on their unique financial needs. Unlike many competitors, Horace Mann has a deep understanding of the education sector, which allows it to tailor its offerings effectively. The company aims to support educators not only through its products but also by engaging in initiatives like DonorsChoose, which helps teachers obtain funding for classroom resources. Horace Mann is committed to maintaining high standards of data security and continuously improving its services based on client feedback.

Company Stage

IPO

Total Funding

N/A

Headquarters

Springfield, Illinois

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Horace Mann's new digital experience simplifies access to customized insurance and financial solutions, enhancing user engagement and satisfaction.
  • Strong financial performance, with significant revenue growth and robust earnings, indicates a stable and promising future for the company.
  • Partnerships and new investments, such as those with SimpliSafe and Algert Global LLC, provide additional resources and opportunities for growth.

What critics are saying

  • The niche focus on educators may limit market expansion opportunities compared to more diversified financial service providers.
  • Challenges in the education sector, such as workload and policy changes, could impact the financial stability of Horace Mann's primary customer base.

What makes Horace Mann unique

  • Horace Mann specializes in financial services tailored specifically for educators and community service professionals, a niche market often overlooked by larger financial institutions.
  • The company's strong reputation for financial stability, backed by high ratings from agencies like AM Best, S&P, and Fitch, sets it apart from competitors.
  • Initiatives like DonorsChoose and partnerships with organizations like SimpliSafe demonstrate Horace Mann's commitment to supporting educators beyond traditional financial services.