Financial Advisor

Employer Horace Mann Location Marlton, New Jersey Salary Competitive Closing date Sep 25, 2026 Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy Role Type Advisor Role Level Staff Certifications CISA - Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Other Horace Mann seeks a mission-driven Financial Advisor to serve K-12 educators and school employees. In this client-facing role, you will provide personalized guidance on insurance and retirement solutions, including auto, home, life, supplemental insurance, and annuity/retirement products. Responsibilities Provide personalized financial advice to K-12 educators and school employees Assess client needs and develop tailored insurance and retirement plans Recommend auto, home, life, supplemental, and retirement products Conduct regular portfolio and coverage reviews with clients Educate clients on financial strategies and product options Build and maintain long-term relationships within school communities Meet sales, service, and compliance targets Maintain accurate client records and documentation in CRM systems Collaborate with internal teams on underwriting, service, and marketing efforts Uphold Horace Mann's values of integrity, customer focus, and community impact Required Skills Financial planning Retirement planning Insurance product knowledge (auto, home, life, supplemental) Investment products and annuities Sales and prospecting Client relationship management Needs analysis and risk assessment Regulatory and compliance knowledge CRM and financial planning software Presentation and communication skills #J-18808-Ljbffr