Life & Retirement Advocate II

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

🦅 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

• Process annuity new business and in-force transactions accurately and efficiently. • Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies. • Communicate effectively with the field sales team via phone and email to obtain required information. • Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders. • Meet or exceed established service standards, productivity, and quality goals. • Identify opportunities for process improvement and contribute ideas to enhance operational efficiency. • Collaborate with peers and leadership to maintain workflow efficiency and service excellence.

🎯 Requirements

• High School Diploma or equivalent required; 1–2 years of college preferred. • 1–2 years of experience in retirement services operations or financial services industry. • FINRA Series 6/63 licenses strongly required. • Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements. • Excellent communication and analytical skills. • Strong attention to detail and accuracy; above-average math/accounting skills. • Prior call center or customer service experience preferred. • Commitment to ongoing learning, including LOMA/ACS coursework encouraged. • Flexibility to work overtime or adjust schedules as needed.