Full-Time

Financial Advisor

Brevard County, FL

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

Junior, Mid

Titusville, FL, USA + 2 more

More locations: Melbourne, FL, USA | Palm Bay, FL, USA

Looking for candidates in the Palm Bay, Melbourne, Titusville, Brevard County area.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Life License
  • FINRA Series 6 Securities license (Series 63 or 65 preferred)
  • At least a year related experience in the financial advisor/client facing role
  • Currently in growth mode, seeking to grow and expand client base
  • Exceptional client relationship management skills
  • Excellent verbal communication skills
  • Ability to work independently and as a team member
  • Balance multiple responsibilities simultaneously
  • Demonstrate exceptional time-management skills
Responsibilities
  • Engaging with existing and new clients and building trusting relationships with a high degree of integrity and personal accountability.
  • Uncovering cross-sell opportunities for other company products and services and refers to appropriate business area.
  • Retaining and growing Horace Mann's Life, Retirement and Wealth Management business in 3rd largest school district in Florida.
  • Leading in-person 'Lunch & Learn' events and enrollments at the worksite.
  • Using data-driven insights to identify opportunities for sales growth and new client acquisition.

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, serving around 1 million educators in the U.S. What sets Horace Mann apart from its competitors is its focus on the education sector, allowing it to understand and address the specific challenges faced by this demographic. Additionally, the company supports educators through initiatives like DonorsChoose, which helps teachers obtain funding for classroom resources. Horace Mann aims to help educators achieve lifelong financial success while maintaining a strong commitment to data security and high-quality service.

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.

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