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Horace Mann · 2 days ago

Financial Advisor

Cherry Hill, NJ

Full-time

Hybrid

Mid Level

3+ years exp

Horace Mann is a company dedicated to serving educators with quality financial solutions. They are seeking an experienced Financial Advisor to develop comprehensive financial plans, support clients, and provide investment recommendations, all while working in a hybrid/onsite capacity in Cherry Hill, NJ.

Auto InsuranceFinancial ServicesInsuranceLife Insurance

Hiring Manager

Jill Campbell, PAHM

Responsibilities

Develop and prepare comprehensive financial plans for new and existing clients

Make investment recommendations and subsequent follow-ups for client portfolios with investment team

Provide ongoing support for existing clients through annual reviews

Present life insurance and annuity analysis

Create a planning process to help individuals meet their financial goals

Work with businesses, business owners and individuals

Qualification

Series 7 & 66 licensesFinancial planningClient relationship managementLife/Health insurance knowledgeVerbal communicationWritten communicationTime managementTeam collaborationIndependent work

Required

Bachelor's Degree

At least 3 years related experience in the Financial Advisor role

Series 7 & 66 securities licenses (or 65/63)

Life/Health preferred

Exceptional client relationship management skills

Excellent writing and verbal communication skills

Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills