Retirement Sales Coordinator

<strong>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;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.</strong>

Remote

Horace Mann

<h4>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;s future, and we believe they deserve someone to look after theirs.&nbsp; We help educators identify their financial goals and develop plans to achieve them.&nbsp; This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.</h4> https://boards.greenhouse.io/horacemannservicecorporation

keywords: position summary,management,quality assurance,certification,experience,knowledge,travel

Affiliate Distribution

$21.44–$29.16 per hour

Overview: <p><span data-contrast="auto">Horace Mann is a purpose-driven company that is passionate about educators.</span><span data-contrast="auto">  We are hiring a Retirement Sales Coordinator who will support Exclusive Agents and clients by managing retirement rollover cases from intake through completion. This role plays a key part in delivering a smooth, compliant, and high-quality client experience. This role can be fully remote (based on experience) or hybrid in our Cherry Hill, NJ location.&nbsp;</span></p> <p><strong>Retirement Sales Coordinator &ndash; Life &amp; Retirement&nbsp;</strong></p> <p>The Retirement Sales Coordinator supports Exclusive Agents and clients by managing retirement rollover cases from intake through completion. This role plays a key part in delivering a smooth, compliant, and high-quality client experience.</p>
Responsibilities: <ul> <li>Manage retirement rollover cases from EA intake through application completion and account setup</li> <li>Coordinate and track rollover documentation, including requests to incumbent vendors</li> <li>Monitor rollover pipelines, follow up on pending transfers, and resolve &ldquo;not in good order&rdquo; items</li> <li>Serve as the primary operational contact for clients and Exclusive Agents on rollover status and next steps</li> <li>Partner with internal teams and vendors to ensure timely, accurate processing</li> <li>Ensure all activities comply with Reg BI, suitability, and internal guidelines</li> <li>Maintain accurate documentation and update systems such as FireLight and RightBridge</li> <li>Track and report rollover activity, turnaround times, and completed cases</li> </ul>
Requirements: <ul> <li>Series 6 &amp; 63 licenses required (Series 7 preferred)</li> <li>Knowledge of retirement products, 403(b) plans, and rollovers</li> <li>Strong organizational, communication, and follow-up skills</li> <li>Ability to manage multiple cases and meet deadlines</li> <li>Experience in financial services operations, retirement support, or client service preferred</li> <li>Sales retention experience a plus</li> </ul> <p><strong>Additional Details</strong></p> <ul> <li>Remote office environment</li> <li>Up to 10% travel may be required</li> </ul>