Life & Retirement Advocate II

Responsibilities

• Process annuity new business and in-force transactions accurately and efficiently
• Review applications to ensure all requirements are received "In Good Order"
• Communicate with the field sales team via phone and email to obtain required information
• Apply knowledge of annuity processes including ACH transactions, allocation changes, withdrawals, and surrenders
• Meet or exceed established service standards, productivity, and quality goals
• Identify opportunities for process improvement to enhance operational efficiency

Requirements

• High School Diploma or equivalent
• 1–2 years of experience in retirement services operations or financial services industry
• FINRA Series 6/63 licenses strongly required
• Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements
• Excellent communication and analytical skills
• Strong attention to detail and above-average math/accounting skills

Preferred Qualifications

• 1–2 years of college
• Prior call center or customer service experience
• Commitment to ongoing learning including LOMA/ACS coursework

About the Company

Horace Mann is a purpose-driven company dedicated to serving educators and helping them achieve long-term financial security through insurance and financial products.