Financial Advisor - Insurance & Retirement Planning for

Educators Date Posted:

5 October 2026

Closing Date:

November 4, 2026

Recruiter:

Horace Mann Location:

Westville, New Jersey Salary:

USD87,500

to

USD125,000

Job Type & Industry:

Insurance Contract Type:

Permanent Job Reference:

3005082757-2 Apply for this job now Job Description Horace Mann seeks a Financial Advisor to provide insurance and retirement solutions tailored to K-12 educators and school employees. In this mission-driven role, you'll assess client needs, recommend auto, home, life, supplemental insurance and retirement products, and build long-term advisory relationships. Collaborate with school districts and internal partners, present financial education workshops, and ensure compliance with industry regulations. Horace Mann offers a collaborative, education-focused culture, strong training, and growth opportunities serving the education community. Responsibilities Assess financial needs of K-12 educators and school employees Recommend insurance and retirement products aligned with client goals Conduct financial reviews and create personalized financial plans Build and maintain long-term client relationships within school communities Deliver educational workshops and presentations to educators Collaborate with internal partners to support client service and onboarding Ensure all recommendations comply with regulatory and company standards Maintain accurate records of client interactions and product proposals Meet sales and service targets while upholding integrity and client focus Stay current on financial, insurance, and retirement products and trends Required Skills Financial planning Insurance product knowledge Retirement planning Sales and prospecting Customer relationship management (CRM) Regulatory and compliance knowledge Public speaking and presentations Data and needs analysis Negotiation Microsoft Office and financial planning tools