Insurance Agent - Cleveland, OH - job 1 of 2

As an Insurance Agent at Horace Mann, your key responsibilities include helping educators achieve financial prosperity through personalized insurance solutions. You will be tasked with building strong relationships with clients, delivering product information confidently, and engaging in networking activities to enhance your market reach. Additionally, you'll work closely with a dedicated Premier Service Rep, allowing you to focus more on sales and client interactions while ensuring your clients’ needs are promptly addressed.

To become an Insurance Agent with Horace Mann, having 2-5 years of experience in the insurance and financial services industry is preferred. You will need to obtain Resident State General Lines Insurance Licenses, specifically Life and Health Insurance License, and Property and Casualty Insurance License. In certain regions, gaining FINRA Series 6 & 63 licenses may also be necessary. Strong interpersonal skills and a commitment to helping others are essential for success in this role.

At Horace Mann, Insurance Agents enjoy a competitive performance-based compensation structure, which includes an enticing 48-month incentive package alongside quarterly production incentives during the initial four years. This means that your financial success is directly tied to your performance and dedication, allowing you to reap the rewards for your hard work while aligning with our mission to aid educators in achieving financial stability.

Horace Mann is committed to supporting its agents through robust training programs and innovative technology that assist in day-to-day operations. You will have access to ongoing training that focuses on enhancing your product knowledge and sales capabilities, along with tools to manage relationships and streamline your business processes efficiently. Our goal is to ensure you have everything you need to provide exceptional service and achieve your professional goals.

Horace Mann stands out as a unique place to work because our company is founded by educators for educators. The culture is centered on collaboration, mentorship, and a shared goal of serving the educational community. Here, you'll find a niche market that enhances your opportunity for success, alongside like-minded individuals who are dedicated to making a difference. If you are passionate about supporting educators and their financial wellbeing, this is the place for you.

When building relationships with clients, I focus on understanding their unique needs and challenges. By actively listening and providing tailored insurance solutions that align with their financial goals, I can foster trust and loyalty. Engagement in community events and ongoing communication also plays a vital role in maintaining those relationships. It’s about being present and offering consistent support.

In a previous role, I had a client who was concerned about retirement savings. I worked with them to assess their current financial situation and identified suitable life and health insurance options that provided security while also contributing to their retirement plans. Through continuous follow-up and adjustments, they successfully built a more stable financial future, and that experience taught me the importance of personalized service.

To drive sales performance, I would implement a multi-faceted approach that includes leveraging technology for efficient operations, actively participating in local networking events to build my client base, and utilizing data analytics to track my performance and identify growth areas. Additionally, I believe in setting measurable goals and continuously refining my sales techniques to increase productivity.

Staying current in the insurance and financial services industry involves a commitment to lifelong learning. I regularly attend workshops, webinars, and conferences related to insurance trends and best practices. Additionally, I subscribe to industry publications and participate in professional associations, ensuring that I am well-informed and can provide the best advice to my clients.

Handling a challenging client situation requires patience and empathy. I would start by listening actively to understand their concerns without interrupting. After acknowledging their feelings, I would provide clear solutions and options that address their issues and ensure follow-up to confirm satisfaction. This approach often leads to a positive resolution and strengthens our relationship.

My motivation stems from the desire to make a difference in people’s lives. Being able to offer essential insurance products that can significantly improve an educator's financial security is deeply fulfilling. Additionally, the opportunity for personal growth and the financial rewards associated with high performance also drive me to continually push myself toward success.

I prioritize tasks based on urgency and impact. I start my day by reviewing my schedule and identifying tasks that will yield the highest value for my clients and my business. For ongoing projects, I utilize task management tools to keep everything organized and set aside specific times for outreach, client meetings, and administrative duties to ensure nothing falls through the cracks.

Collaboration is crucial at Horace Mann. I believe in creating an open atmosphere where team members can share ideas and resources to achieve common goals. Regular team meetings and brainstorming sessions are effective in fostering collaboration. By leveraging each other's strengths, we can provide better service to our clients and improve overall performance.

Building my brand involves consistent outreach and establishing a reliable presence in the community. I plan to engage in local events, utilize social media to share educational content, and network effectively to create awareness about the services I offer. By positioning myself as a trusted advisor in insurance and financial planning, I can build a strong and recognizable brand.

I want to work with Horace Mann because it embodies the values I believe in—supporting educators and making a tangible difference in their financial futures. The company’s commitment to mentorship, collaboration, and community aligns perfectly with my professional goals. I'm excited about the potential to grow within a company that prioritizes educators' well-being.