[Remote] Retirement Sales Coordinator

Note: The job is a remote job and is open to candidates in USA. 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, ensuring a smooth and compliant client experience.

Responsibilities

• 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

Skills

• Series 6 & 63 licenses required
• Knowledge of retirement products, 403(b) plans, and rollovers
• Strong organizational, communication, and follow-up skills
• Ability to manage multiple cases and meet deadlines
• Series 7 preferred
• Experience in financial services operations, retirement support, or client service preferred
• Sales retention experience a plus

Benefits

• This role is eligible for the Annual Incentive Program.

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