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 per hour
This role is eligible for the Annual Incentive Program.
Compensation is based on experience, skills, and location.

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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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Retirement Sales Coordinator

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