Retirement Sales Representative

🕒 May 13

🇺🇸 United States – Remote

💵 $19 - $29 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Horace Mann

WebsiteLinkedInAll Job Openings

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

• Engage with prospective and existing clients via inbound calls and outbound follow-up to discuss retirement planning needs and solutions • Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time horizon, and income goals • Recommend appropriate retirement solutions, including annuities and investment products, aligned to client objectives • Educate clients on retirement planning concepts, income strategies, and available product solutions • Build and maintain strong client relationships through a consultative, trust-based approach • Manage and develop a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions • Meet or exceed established sales goals and performance metrics • Accurately document client interactions and sales activities within CRM systems • Stay current on market trends, product knowledge, and regulatory requirements • Ensure full compliance with licensing, regulatory standards, and company policies

🎯 Requirements

• Active Series 6 and 63 licenses required • Active Life Insurance license required • Preference for IAR designation and/or Series 7, or willingness to obtain • Minimum of 3 years of financial services or consultative sales experience, preferably in retirement planning, investments, or wealth accumulation • Proven ability to build trust and establish relationships in a remote engagement model • Strong organizational skills with the ability to manage multiple priorities and maintain pipeline discipline • Proficiency with CRM systems and standard business technology tools

🏖️ Benefits

• Comprehensive benefits package including medical, dental, vision, and 401(k) with company match