Retirement Sales Representative

Horace Mann

Retirement Sales Representative engaging educators through inbound and outbound sales for retirement planning. Delivering tailored investment strategies and maintaining client relationships in a remote capacity.

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $29 per hourWebsite

About the role

Key responsibilities & impact

Engage with prospective and existing clients via inbound calls and outbound follow-up to discuss retirement planning needs and solutions
Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time horizon, and income goals
Recommend appropriate retirement solutions, including annuities and investment products, aligned to client objectives
Educate clients on retirement planning concepts, income strategies, and available product solutions
Build and maintain strong client relationships through a consultative, trust-based approach
Manage and develop a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions
Meet or exceed established sales goals and performance metrics
Accurately document client interactions and sales activities within CRM systems
Stay current on market trends, product knowledge, and regulatory requirements
Ensure full compliance with licensing, regulatory standards, and company policies

Requirements

What you’ll need

Active Series 6 and 63 licenses required
Active Life Insurance license required
Preference for IAR designation and/or Series 7, or willingness to obtain
Minimum of 3 years of financial services or consultative sales experience, preferably in retirement planning, investments, or wealth accumulation
Proven ability to build trust and establish relationships in a remote engagement model
Strong organizational skills with the ability to manage multiple priorities and maintain pipeline discipline
Proficiency with CRM systems and standard business technology tools

Benefits

Comp & perks

Comprehensive benefits package including medical, dental, vision, and 401(k) with company match

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningretirement planningrisk assessmentincome strategiessales performance metricspipeline managementconsultative salesinvestment productsannuitiesmarket trends

Soft Skills

relationship buildingtrust-based approachorganizational skillsmulti-priority managementcommunication skills

Certifications

Series 6 licenseSeries 63 licenseLife Insurance licenseIAR designationSeries 7 license