[Remote] Life & Retirement Advocate II

Note: The job is a remote job and is open to candidates in USA. Horace Mann is a purpose-driven company passionate about serving educators and helping them achieve long-term financial security. As a Life & Retirement Advocate, you’ll support annuity operations, process transactions, and collaborate with internal teams and field representatives to ensure a compliant experience for customers.

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

Skills

• 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 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 accuracy; above-average math/accounting skills
• Prior call center or customer service experience preferred
• Commitment to ongoing learning, including LOMA/ACS coursework encouraged

Company Overview