Financial Services Professional

2 days ago


Cherry Hill, New Jersey, United States Horace Mann Full time
About Us

Horace Mann is a leading provider of insurance and financial services to educators and their families. With over 75 years of experience, we have a deep understanding of the unique needs of educators and are committed to helping them achieve their financial goals.

Job Summary

We are seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve them. You will also be responsible for providing ongoing support and guidance to clients, as well as collaborating with our investment team to make investment recommendations.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Make investment recommendations and provide ongoing support to clients
  • Collaborate with our investment team to develop and implement investment strategies
  • Provide exceptional client service and support
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice
Requirements
  • Bachelor's degree in a related field
  • At least 3 years of experience in a financial services role
  • Series 7 and 66 securities licenses (or 65/63)
  • Life and health insurance licenses preferred
  • Exceptional communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
  • Access to industry-leading technology and resources


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