MongoDB is looking for a transformational HR Leader who has partnered with senior leaders to drive complex, global change at scale. As the Senior Director, you will partner with the Chief Revenue Officer Leadership Team and the VP, HRBP to drive a people strategy that enables durable, profitable growth, expands our market reach, and builds a deep bench of leaders for tomorrow. The role reports to the VP, HR Business Partnering and manages a global team of two. 

At MongoDB, the HRBP team’s key focus is to be a trusted advisor to business leaders, translating business strategy into people and organizational priorities that drive performance, culture and growth. This includes shaping workforce strategy & culture, optimizing organizational design and building leadership capability. They use data and insights to influence decisions, anticipate talent needs and ensure that the business has the right structure, culture and capabilities to scale. In short, they are an extension of the business leadership team. They accomplish all of this through very close collaboration with the various other functions within the People Team - Total Rewards, Culture Talent & Development, Talent Acquisition, Regional HR, HR Operations, and People Analytics.  

Key Responsibilities

​Strategic Partnership & Business Leadership

• Serve as a trusted advisor to the CRO and global Sales leadership team, shaping people and organizational strategies that drive scalable revenue growth and global market expansion
• Leverage business acumen and data-driven insights to influence decisions on organization design, talent strategy, and leadership effectiveness
• Lead and develop a global team, fostering growth, excellence, and deep partnership capability

Talent & Performance Management

• Drive a high-performance culture through disciplined goal-setting, continuous feedback, and performance calibration across regions
• Partner with leaders to identify, develop, and retain top talent
• Use analytics and insights to diagnose trends, assess bench strength, and implement targeted development and engagement strategies that sustain performance
• Practice what you coach within your own team, providing continuous feedback, coaching and guidance to your team of BPs

Leadership Development & Succession Planning

• Lead succession planning for critical roles, ensuring depth and readiness across the global Sales organization
• Provide executive coaching and counsel to senior leaders to elevate influence, decision-making, and people leadership capability

Organizational Planning, Design & Change Leadership

• Lead global transformation and organizational design initiatives to ensure that the organizational structure enables accountability, scalability and performance
• Architect organizational change, ensuring transformations are executed thoughtfully and sustainably with clear communication and employee engagement

Culture & Employee Experience

• Act as a culture carrier and change agent, embedding company values and leadership principles into daily decisions, programs & behaviors
• Foster a culture of retention where teams feel empowered and aligned to outcomes

Profile & Experience

• 12+ years of HR experience, including 8+ years in senior HRBP roles and at least 4+ years leading a team of HRBPs
• Proven success leading people strategy and organizational transformation in a high-growth, high-performance technology company
• Strong business acumen and deep understanding of Go-To-Market operations and strategies
• Demonstrated ability to influence, build trust, and drive change across complex global organizations with very senior leaders
• Track record of leading through ambiguity and scaling organizations
• Analytical and insight-driven; uses data to guide decisions and measure impact
• Exceptional communication, judgment, and credibility at the most senior levels
• Consumption experience is a plus

About MongoDB

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB’s unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. 

To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB is an equal opportunities employer.

Req ID: 1273422877

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on level of experience.

Primary Responsibilities    

• Review and process assignments in compliance with loan documents to ensure assignments are processed timely and accurately.
• Solicit, track, and process lender Administrative Details and Tax Forms.
• Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions.
• Complete all audit confirmations.
• Respond to inquiries regarding assignments and document intake.
• Provide support to internal and external users for SRS Acquiom platforms.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email.
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency, or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties. 
• Experience with Clearpar is a plus. 
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Deal Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on experience level.

Primary Responsibilities    

• Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions.
• Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc.
• Maintain the loans in the loan system and make necessary updates as needed.
• Terminate deals on the loan system when the loan matures.
• Respond to inquiries from internal and external parties regarding the loan.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email. 
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.  
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently recruiting for a Client Services Liaison. This position requires an individual who can work independently and effectively as part of a team. This person will possess the experience and knowledge necessary to balance shareholder requests and questions via calls and emails, as well as manage ad hoc operational tasks in a fast-paced, highly professional, and client-facing environment.

The ideal candidate is able to communicate professionally and effectively with a broad range of clients, including major shareholders and VIPs, as well as individual shareholders who may not be familiar with the complexities of the post-closing process. 

This position requires fielding complex analytical questions across all our business lines and being able to effectively and professionally communicate and document findings in our internal database. This position requires an internally motivated and detail-oriented individual with a strong work ethic and a deep curiosity. The person in this role is required to have excellent oral and written communication, analysis, and documentation skills.

Location: Fully remote within the Continental United States

Pay Range: $27.40 - $28.85, depending on experience

Schedule: In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

Primary Responsibilities    

• Extensive understanding of system of record systems (for example, NetSuite) and a deep understanding and/or innate curiosity around how differing records can and do interact and relate to each other.
• Manage and take full ownership over the professionalism, timeliness, and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.
• Set appropriate expectations for shareholders and remain communicative with shareholders throughout their entire experience.
• Proactively provide exceptional "white glove" service to all Shareholders through the entire deal process.
• Identify situations where escalations are necessary and coordinate responses with the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach.
• Prepare and deploy mass-distributed client correspondence.
• Maintain and proactively manage an internal case management system, with the expectation that they identify issue trends and bring them to their manager's attention in a timely manner.
• Suggest new and more efficient processes and assist in the design and implementation of improvements that will lead to a higher level of customer satisfaction.
• Comply with internal response times and SLA’s.
• Coordinate and take ownership of communication with and escalation to external third parties such as Paying Agents.
• Audit completed work of liaisons to ensure accuracy and compliance with company procedures.
• Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.
• Other duties and projects as assigned.

 Required Qualifications & Skills  

• 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred
• Bachelor’s Degree in Business or related field (Finance, Economics, Maths)
• Proven experience and ability to create deeply meaningful and reliable professional relationships with Clients that lead to repeat business
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to Shareholders effectively and professionally in a timely manner
• Previous experience working within an SLA environment, and is adept at prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) required
• NetSuite experience would be an added benefit, but not required

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy ,and thoroughness
• Must be able to send error-free communications

Physical Requirements/Special Demands   

•   In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Relationship Management Associate Director works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met.

Location: This is either a hybrid position based in our Denver or Minneapolis office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $90k and $100k, depending on experience level.

Primary Responsibilities    

• Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts. 
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents. 
• Research and resolve issues related to administration and client service in connection with assigned accounts. 
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business. 
• Provide coverage and support to the team as a whole when needed.
• Perform other related duties as assigned or requested. 

Required Qualifications & Skills

• Bachelor’s degree required. Graduate-level degree, such as a J.D. or MBA, preferred.
• 6+ years’ experience in finance, capital markets, or a law firm.
• Prior experience reading, analyzing, and interpreting legal documents.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgment and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• Demonstrate integrity in day to day administration of duties and all interactions with internal and external parties. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends. 
• Travel may be necessary, up to 15% of year, and may not be scheduled in advance.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Join Horace Mann and Unlock Your Financial Potential

Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your goals and making a meaningful difference in the lives of the educators who trust you. Join us and take the first step toward building a brighter, more prosperous future.

If you're ready to take the next step toward realizing your financial goals, we invite you to join our team as an Exclusive Insurance Agent. With Horace Mann’s expertise and your ambition, together, we can help you unlock your full potential.

What We Offer:

• Competitive, performance-based [1099] compensation with an industry-leading 48-month incentive package
• Earning incentives tied to your activity and success during the first 48 months
• Quarterly production incentives for the first 48 months, rewarding consistent performance
• Dedicated Service Representative to handle client service work, allowing you to focus on building your business
• Exclusive territory in a niche market designed to increase your opportunities for success
• Cutting-edge technology and ongoing training to support and grow your operations
• A comprehensive multiline product portfolio to meet a variety of client needs
• Market and relationship-building programs to help you establish and grow your network
• No external office required for 2 years

Your Path to Success:

Several factors will contribute to your success in this role, including:

• A commitment to identifying and implementing solutions that help educators achieve affordable insurance solutions and financial security

• A focus on achieving market access and building strong relationships
• The ability to confidently present products to both groups and individuals
• Active engagement in networking, community, and industry events
• A dedication to investing time and resources to ensure the long-term success of your business

What We’re Looking For:

• Strong interpersonal and business management skills to build and manage your agency
• 2-5 years of experience in the insurance and financial services industry (preferred)
• Resident State General Lines Insurance Licenses:
• Life and Health Insurance License
• Property and Casualty Insurance License
• Ability to obtain FINRA Series 6 & 63 licenses (if applicable in your region)

#LI-SJ1

#VIZI#

Join Horace Mann: Empower Educators, Achieve Financial Success

Ready to Make a Difference?

Join Horace Mann today and take the first step toward achieving your career and financial goals while making a meaningful impact on the educators you serve. Together, we can help educators secure their futures while empowering you to achieve yours.

As an Insurance Producer at Horace Mann, you’ll receive mentorship from an experienced agent while gaining hands-on experience in the industry. Our insurance products are tailored to educators' unique needs, and we offer outstanding training, competitive rates, and flexible work options. With an unparalleled compensation structure, exciting incentives, and bonus opportunities, top performers can earn all-expenses-paid trips to amazing destinations.

Why Join Us?

• Performance-Based Compensation [1099] with a 36-month incentive plan and enhanced commissions
• Monthly incentives based on sales volume for the first 36 months
• Quarterly production bonuses for the first 36 months
• No external office requirement—work from anywhere
• Leverage established books of business while building your own practice
• Access to a niche market that increases your potential for success
• Value-added services to connect you with ideal clients
• Simple, streamlined products and sales processes for quick success
• Networking, community, and industry events to expand your connections
• A comprehensive, multi-line product portfolio in a ‘One-Stop Shop’ model

What You Will Do:

• Solve financial challenges faced by educators through tailored solutions
• Present with confidence—one-on-one or in large groups—to educate potential clients on products
• Engage in community and networking events, expanding your professional connections
• Stay current with industry trends and apply new knowledge to help clients
• Cultivate strong market relationships and build a solid client base
• Invest time and resources in ensuring the success and growth of your business

What We’re Looking For:

• A commitment to helping educators achieve financial prosperity
• Strong interpersonal and presentation skills
• Self-motivation and the ability to manage your own business
• The ability to obtain or currently hold state licenses in Life & Health and Property & Casualty

Compensation and Benefits:

• Sign-On Bonus
• Uncapped Earnings/Commission
• Structured Incentive & Bonus Pay to reward your hard work
• Work Environment—work in-person, in the field, and/or from an office setting

Support and Accountability:

As an Insurance Producer, you'll be guided by a mentor agent who will support you every step of the way to ensure your success.

We make a difference!

At Horace Mann, we are driven by our mission to support the educators who shape the future of our children. We believe that educators deserve someone who looks after their financial well-being just as they do for their students. Our passion lies in providing tailored solutions that protect what educators have today and help them achieve long-term financial security and happiness.

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