Financial Advisor -

Educators & School Employees Date Posted:

5 October 2026

Closing Date:

November 4, 2026

Recruiter:

Horace Mann Location:

Marlton, New Jersey Salary:

USD90,000

to

USD130,000

Job Type & Industry:

Technology Risk Contract Type:

Permanent Job Reference:

3005082102-2 Apply for this job now Job Description 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 include assessing client needs, creating tailored financial plans, conducting portfolio and coverage reviews, and explaining complex products clearly. You will build long-term relationships with school communities, collaborate with internal teams, and uphold Horace Mann's values of integrity, customer focus, and community impact. 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