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Horace Mann · 1 month ago

Retirement Advocate I

United States

Full-time

Hybrid

Entry Level

$17.16/hr - $25.38/hr

1+ years exp

Horace Mann is a purpose-driven company passionate about serving educators and the communities that support them. As a Retirement Advocate, you’ll play a vital role in helping educators achieve financial security and peace of mind for the future by processing new business transactions and providing high-quality support.

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Responsibilities

Process Annuity new business and in-force transactions accurately and efficiently

Achieve or exceed established service standards, productivity, and quality goals

Review applications to ensure all information is received “In Good Order”, identifying and correcting any discrepancies

Collaborate and communicate effectively with the field sales team via phone or email to obtain required information

Gain a comprehensive understanding of Annuity operations, including ACH transactions, allocation changes, withdrawals, surrenders, and related processes

Identify and recommend process improvements to enhance service delivery and operational efficiency

Work as part of a flexible, cross-functional team to maintain workflow efficiency and operational excellence

Qualification

FINRA Series 6/63 licensureRetirement products knowledgeIRS tax regulationsCustomer service experienceAnalytical skillsMath proficiencyAccounting proficiencyCommitment to learningCommunication skills