Life & Retirement Advocate II

Horace Mann

Life & Retirement Advocate II processing transactions and supporting customers in financial operations. Join a team dedicated to financial security for educators.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $21 - $29 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Horace Mann Website LinkedIn All Job Openings 1001 - 5000 employees Founded 1945 💸 Finance 📚 Education Insurance
Finance
Education Horace Mann is a company that provides comprehensive insurance and financial solutions tailored for educators and public sector workers. The company offers a wide range of insurance options including auto, home, renters, liability, life, and supplemental insurance. In addition to insurance, Horace Mann provides retirement and financial strategies, such as 529 College Savings Plans, investment management, and student loan solutions designed specifically to help educators. They are committed to supporting educators through various programs, workshops, webinars, and partnership initiatives that aid in professional and personal financial wellness. Horace Mann is recognized for its strong financial stability and ethical governance practices, ensuring security and privacy for its nearly one million educator clients across the nation. Life & Retirement Advocate II 🔥 6 minutes ago 🇺🇸 United States – Remote 💵 $21 - $29 / hour ⏰ Full Time 🟢 Junior ✨ Advocate 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 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 6/63 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Member Advocate – Seasonal 🕒 3 days ago Blue Cross Blue Shield of Massachusetts 1001 - 5000 Website LinkedIn All Job Openings Medicare Member Advocate guiding members at Blue Cross Blue Shield of Massachusetts. Providing support and assistance to enhance the customer experience in healthcare services. 🇺🇸 United States – Remote 💵 $40k / year ⏰ Full Time 🟢 Junior ✨ Advocate 🚫👨‍🎓 No degree required Patient Advocate 🕒 May 26 ClearChoice Dental Implant Centers 1001 - 5000 ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Remote sales representative at ClearChoice Dental Implant Centers guiding prospective patients through their dental journey. Engage with patients on calls to explain services and schedule consultations. 🇺🇸 United States – Remote 💵 $17 - $21 / hour ⏰ Full Time 🟢 Junior ✨ Advocate 🚫👨‍🎓 No degree required 🗣️🇪🇸 Spanish Required Patient Advocate 🕒 May 26 ClearChoice Dental Implant Centers 1001 - 5000 ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Prospective Patient Advocate providing empathetic phone sales support to prospective patients. Responsible for explaining services and scheduling consultations in a remote setting. 🇺🇸 United States – Remote 💵 $17 - $21 / hour ⏰ Full Time 🟢 Junior ✨ Advocate 🚫👨‍🎓 No degree required 🗣️🇪🇸 Spanish Required Prospective Patient Advocate 🕒 May 26 TAG - The Aspen Group 10,000+ employees ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Remote Patient Advocate guiding prospective patients in reclaiming their health through ClearChoice's services. Engaging empathetically in inbound and outbound calls to facilitate consultations and evaluations. 🇺🇸 United States – Remote 💵 $17 - $21 / hour ⏰ Full Time 🟢 Junior ✨ Advocate 🚫👨‍🎓 No degree required 🗣️🇪🇸 Spanish Required Member Service Advocate 🕒 May 26 Point32Health 1001 - 5000 ⚕️ Healthcare Insurance 🤝 Non-profit 🧘 Wellness Website LinkedIn All Job Openings Member Service Advocate providing healthcare customer service and support to members, ensuring they understand and access their benefits with professionalism. Working remotely with collaboration across teams to address member inquiries. 🇺🇸 United States – Remote 💵 $21 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Advocate 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Annuity Transaction ProcessingIRS Tax RegulationsACH TransactionsData ReviewMathematical Skills

Soft Skills

Communication SkillsAnalytical SkillsCollaborationProblem-SolvingFlexibility

Certifications

FINRA Series 6 LicenseFINRA Series 63 LicenseLOMA/ACS Coursework