Life & Retirement Sales Representative

Horace Mann is seeking a dedicated and motivated Life & Retirement Sales Representative to join our team in a fully remote capacity. In this role, you will focus on building meaningful relationships with educators, helping them secure their financial futures through tailored life insurance solutions.

Key responsibilities

• Manage inbound inquiries and conduct outbound follow-up calls to educators interested in life insurance products.
• Develop trust-based relationships by educating clients on financial solutions that align with their specific needs.
• Meet or exceed established sales targets and activity metrics through a consultative, needs-based selling approach.
• Maintain accurate documentation of all client interactions within the CRM system while ensuring full regulatory compliance.
• Stay informed on industry updates and product enhancements to provide the best possible service to our clients.

Requirements

• Active life insurance license is required, with the ability to obtain a health license within six months.
• Minimum of three years of experience in financial services or consultative sales, preferably in insurance or retirement planning.
• Proven track record of meeting sales targets in a fast-paced, call-center, or remote sales environment.
• Exceptional relationship management skills with the ability to build credibility quickly in a virtual setting.
• Strong proficiency in using CRM tools and the ability to work independently while multitasking effectively.

What we offer

• A comprehensive benefits package including medical, dental, vision, and a 401(k) plan with company match.
• Robust professional training, including reimbursement for licensing and continuing education.
• Clear career advancement pathways into leadership, field sales, or specialized roles.
• A purpose-driven work culture dedicated to supporting educators and enriching their financial well-being.