Life & Retirement Advocate II
New
H
Horace MannFinancial Services
RemoteFull-TimeMiddle
Salary21.44 - 29.16 USD per hour
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Job Details
- Experience
- 1–2 years
- Required Skills
- Customer serviceAccountingData entry
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 6 and 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.
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.
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