Life & Retirement Advocate II

Introduction Were motivated by the fact that educators take care of our childrens future and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Overview At Horace Mann were a purpose-driven company passionate about serving educators and helping them achieve long-term financial security. As a Life & Retirement Advocate youll play a key role in supporting annuity operations and ensuring a smooth accurate and compliant experience for our customers and field partners.

In this role youll process new business transactions support in-force policy changes and collaborate closely with internal teams and field representatives. Youll be part of a dynamic team-oriented environment that values accuracy continuous improvement and exceptional service.

If you enjoy problem-solving working with financial products and making a meaningful impact this is a great opportunity to grow your career in Life & Retirement operations.

Responsibilities

• Process annuity new business and in-force transactions accurately and efficiently.
• Review applications to ensure all requirements are received In Good Order and identify any discrepancies.
• Communicate effectively with the field sales team via phone and email to obtain required information.
• Gain and 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 and contribute ideas to enhance operational efficiency.
• Collaborate with peers and leadership to maintain workflow efficiency and service excellence.

Requirements

• High School Diploma or equivalent required; 1-2 years of college preferred.
• 1-2 years of experience in retirement services operations or financial services industry.
• FINRA Series 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 accuracy; above-average math/accounting skills.
• Prior call center or customer service experience preferred.
• Commitment to ongoing learning including LOMA/ACS coursework encouraged.
• Flexibility to work overtime or adjust schedules as needed.