Life & Retirement Advocate II

1 month, 1 week ago
Full-time
Junior
Customer and Technical Support
Horace Mann

Horace Mann

Horace Mann is the largest financial services company dedicated to helping educators and community servants achieve lifelong financial success. They offer a full range of tailored insurance and financial products, including auto, home, and life insuran...

Insurance
1K-5K
Founded 1945

Description

  • Process annuity new business and in-force transactions accurately and efficiently.
  • Review applications to confirm all required materials are received in good order and identify discrepancies.
  • Communicate with the field sales team by phone and email to gather required information.
  • Apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.
  • Meet or exceed service standards, productivity goals, and quality goals.
  • Identify process improvement opportunities and contribute ideas to improve 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 the 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, with 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.
  • Pay range of $21.44–$29.16 per hour, commensurate with experience and location.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Automotive Wheel Repair Technician

Carvana 10K-50K Automotive

Carvana is hiring an Automotive Wheel Repair Technician to perform wheel and rim repairs at its high-tech vehicle reconditioning centers.

18 hours, 41 minutes ago

Sr Phlebotomist-El Paso, Texas

Natera 1K-5K Pharmaceuticals

Natera is hiring a Senior Phlebotomist to support patient specimen collection, laboratory preparation, and related operational tasks in a clinical office setting.

HIPAA
18 hours, 41 minutes ago

Entry-Level Automotive Parts Associate

Carvana 10K-50K Automotive

Carvana is hiring an entry-level Parts Associate to support vehicle reconditioning operations at its high-tech Inspection Centers by ordering, receiving, and organizing parts for vehicles.

18 hours, 56 minutes ago

Product Support Specialist

Figma 1K-5K Internet Software & Services

Figma is hiring a full-time Product Support representative to manage customer cases, resolve complex issues, and improve support processes for customers across the U.S. from a hub or remotely.

Figma Sketch
18 hours, 56 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers