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" 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.
• Qualifications & Experience
• 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.
• Flexibility to work overtime or adjust schedules as needed.
• Pay Range:
• $21.44 - $29.16/hr.
• Salary is commensurate to experience, location, etc.
• #APP
• EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
• For applicants that are California residents, please review our California Consumer Privacy Notice
• All applicants should review our Horace Mann Privacy Policy

Benefits

Additional Information

At Horace Mann, we're a purpose-driven company passionate about serving educators and helping them achieve long-term financial security. As a Life & Retirement Advocate , you'll 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, you'll process new business transactions, support in-force policy changes, and collaborate closely with internal teams and field representatives. You'll 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.

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