Annuities, Compensation and Benefits, Consultative Sales, Corporate Policies, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Develop and Maintain Customers, Exceeded Sales Goal, Financial Analysis, Financial Services, Follow Through, Inbound Call Centers, Insurance, Licensing Compliance, Life Insurance, Maintain Compliance, Market Trend Analysis, Multitasking, Needs Assessment, Organizational Skills, People Management, Performance Metrics, Problem Solving Skills, Regulatory Compliance, Regulatory Requirements, Retirement Planning, Revenue Growth, Risk, Sales, Sales Pipeline, Sales Prospecting, Series 6, Series 7, Set Goals, Strategic Planning, Telesales
We're motivated by the fact that educators take care of our children's 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."> Retirement Sales Representative-Horace Mann-Remote
Retirement Sales Representative
We're motivated by the fact that educators take care of our children's 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.
Remote
Horace Mann
We're motivated by the fact that educators take care of our children's 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. Our tailored offerings include special rates and benefits for educators.
https://boards.greenhouse.io/horacemannservicecorporation
keywords: position summary,compensation,schedule,sales,consulting,management,certification,experience,knowledge
Affiliate Distribution
$19.66 $29.04 per hour, plus uncapped commission
Overview: Horace Mann is seeking a consultative, relationship-driven Retirement Sales Representative to help educators plan for a secure retirement. In this remote role, you will be responsible for engaging educators and other clients through inbound inquiries and proactive outbound outreach to identify retirement planning needs and deliver tailored investment and income solutions. The representative will provide guidance on retirement readiness, accumulation strategies, and income planning, helping clients build long-term financial security and confidence.
Schedule
- Full-time, remote position
- Scheduled business hours: Monday-Friday, 8:00 a.m. - 5:00 p.m. CT
Compensation and Benefits
- $19.66 - $29.04 per hour, plus uncapped commission
- Compensation is commensurate with experience, location, and qualifications
- Comprehensive benefits package including medical, dental, vision, and 401(k) with company match
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Responsibilities:
- Engage with prospective and existing clients via inbound calls and outbound follow-up to discuss retirement planning needs and solutions
- Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time horizon, and income goals
- Recommend appropriate retirement solutions, including annuities and investment products, aligned to client objectives
- Educate clients on retirement planning concepts, income strategies, and available product solutions
- Build and maintain strong client relationships through a consultative, trust-based approach
- Manage and develop a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions
- Meet or exceed established sales goals and performance metrics
- Accurately document client interactions and sales activities within CRM systems
- Stay current on market trends, product knowledge, and regulatory requirements
- Ensure full compliance with licensing, regulatory standards, and company policies
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Requirements:
- Active Series 6 and 63 licenses required
- Active Life Insurance license required
- Preference for IAR designation and/or Series 7, or willingness to obtain
- Minimum of 3 years of financial services or consultative sales experience, preferably in retirement planning, investments, or wealth accumulation
- Proven ability to build trust and establish relationships in a remote engagement model
- Strong organizational skills with the ability to manage multiple priorities and maintain pipeline discipline
- Proficiency with CRM systems and standard business technology tools
Preferred Qualifications
- Experience working with educators or in a niche/affinity market
- Experience in inbound sales or call center environments
- Familiarity with retirement income planning and annuity solutions
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