Job Description
Horace Mann is a purpose-driven company that is passionate about educators. 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.
Retirement Sales Coordinator – Life & Retirement
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.
What You’ll Do
- Manage retirement rollover cases from EA intake through application completion and account setup
- Coordinate and track rollover documentation, including requests to incumbent vendors
- Monitor rollover pipelines, follow up on pending transfers, and resolve “not in good order” items
- Serve as the primary operational contact for clients and Exclusive Agents on rollover status and next steps
- Partner with internal teams and vendors to ensure timely, accurate processing
- Ensure all activities comply with Reg BI, suitability, and internal guidelines
- Maintain accurate documentation and update systems such as FireLight and RightBridge
- Track and report rollover activity, turnaround times, and completed cases
What You Bring
- Series 6 & 63 licenses required (Series 7 preferred)
- Knowledge of retirement products, 403(b) plans, and rollovers
- Strong organizational, communication, and follow-up skills
- Ability to manage multiple cases and meet deadlines
- Experience in financial services operations, retirement support, or client service preferred
- Sales retention experience a plus
Additional Details
- Remote office environment
- Up to 10% travel may be required
Pay Range:
$21.44 - $29.16
Salary is commensurate to experience, location, etc.
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Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. 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. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
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