Life & Retirement Sales Representative

🕒 April 24

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Horace Mann

1001 - 5000 employees

Founded 1945

💸 Finance

📚 Education

Insurance • Finance • Education

Horace Mann is a company that provides comprehensive insurance and financial solutions tailored for educators and public sector workers. The company offers a wide range of insurance options including auto, home, renters, liability, life, and supplemental insurance. In addition to insurance, Horace Mann provides retirement and financial strategies, such as 529 College Savings Plans, investment management, and student loan solutions designed specifically to help educators. They are committed to supporting educators through various programs, workshops, webinars, and partnership initiatives that aid in professional and personal financial wellness. Horace Mann is recognized for its strong financial stability and ethical governance practices, ensuring security and privacy for its nearly one million educator clients across the nation.

📋 Description

• Handle in-bound inquiries and place out-bound follow-up calls to educators seeking life insurance solutions. • Develop trust-based relationships, educating clients on owning life insurance products. • Meet or exceed sales targets and activity metrics through consultative, needs-based selling. • Maintain compliance with regulatory requirements and company quality standards. • Accurately document interactions in CRM systems and stay informed on industry updates and product enhancements.

🎯 Requirements

• Active life license is required; health license to be obtained within 6 months of employment. • 3 years of financial services or consultative sales experience required, preferably within insurance, retirement planning, or wealth accumulation environments. • Experience in a call center or sales role, with proven ability to meet sales targets. • Passion for serving educators and a strong sense of mission. • Exceptional client relationship management skills with the ability to build credibility and trust quickly in a remote engagement model. • Comfortable using CRM tools, multitasking in a fast-paced environment, and working independently.

🏖️ Benefits

• Base salary + uncapped commission • Full benefits package: medical, dental, vision, 401(k) with match, and more. • Robust training and support, including licensing/continuing education reimbursement. • Career advancement pathways into field sales, leadership, or specialty roles.

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