Life & Retirement Advocate II

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.

Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow.  And with our broadened mission has come corporate growth:  We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs.  We help educators identify their financial goals and develop plans to achieve them.  This includes insurance to protect what they have today and financial products to help them prepare for their future.

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.

Collaborate with peers and leadership to maintain workflow efficiency and service excellence.