Retirement Advocate I

At Horace Mann, we’re a purpose-driven company passionate about serving educators and the communities that support them. As a Retirement Advocate, you’ll play a vital role in helping educators achieve financial security and peace of mind for the future.

In this role you’ll process new business transactions, ensure accuracy and compliance, and provide high-quality support to our field sales teams and policyholders. You’ll work in a collaborative environment that values innovation, continuous learning, and professional growth.

If you’re motivated by helping others, enjoy problem-solving, and are ready to make a difference in a mission-based organization, we’d love to hear from you.

Key Responsibilities

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Process Annuity new business and in-force transactions accurately and efficiently.

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Achieve or exceed established service standards, productivity, and quality goals.

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Review applications to ensure all information is received “In Good Order”, identifying and correcting any discrepancies.

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Collaborate and communicate effectively with the field sales team via phone or email to obtain required information.

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Gain a comprehensive understanding of Annuity operations, including ACH transactions, allocation changes, withdrawals, surrenders, and related processes.

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Identify and recommend process improvements to enhance service delivery and operational efficiency.

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Work as part of a flexible, cross-functional team to maintain workflow efficiency and operational excellence.

Qualifications & Experience

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High School Diploma or equivalent required; 1–2 years of college preferred.

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1–2 years of experience in retirement services operations or the financial services industry.

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FINRA Series 6/63 licensure strongly preferred.

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Strong knowledge of retirement products, IRS tax regulations, and FINRA/SEC requirements related to annuities and retirement plans.

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Exceptional communication and analytical skills, with a strong commitment to accuracy and service.

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Above-average math and accounting proficiency.

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Prior call center or customer service experience preferred.

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Commitment to ongoing learning — participation in continuing education and LOMA coursework (ACS designation) encouraged.

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Flexibility to work overtime or adjust schedules as business needs require.

Pay Range:

• $17.16 - $25.38

Salary is commensurate to experience, location, etc.

#APP

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

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