Financial Advisor - Educator Clients

Horace Mann seeks a Financial Advisor to serve K-12 educators with personalized financial guidance. You will build and manage a portfolio of clients, provide needs-based insurance and retirement planning, and recommend appropriate auto, home, life, supplemental, and annuity products. Responsibilities include conducting financial reviews, presenting tailored solutions, and supporting long-term retirement and protection goals. You'll collaborate with school partners, uphold high ethical standards, and grow your practice with ongoing training, tools, and professional development in a mission-driven culture.

Responsibilities

• Build and manage a portfolio of K-12 educator clients
• Conduct comprehensive financial and insurance needs assessments
• Develop and present customized retirement and protection strategies
• Recommend auto, home, life, supplemental, and annuity products
• Provide ongoing financial reviews and adjust plans as needs change
• Maintain detailed and compliant client documentation
• Collaborate with school partners and community organizations
• Meet sales and service goals while upholding ethical standards
• Stay current on financial products, regulations, and market trends
• Leverage company tools, training, and resources to grow the practice

Required Skills

• Financial planning
• Insurance product knowledge
• Retirement planning
• Sales and prospecting
• Client relationship management
• Regulatory and compliance knowledge
• Financial analysis
• Presentation and consultation
• CRM and productivity software
• Territory and pipeline management