Remote Retirement Rollovers Coordinator

Horace Mann; Cherry Hill Township (NJ); On-site; USD 29,535 - 40,170; Full time

Job summary

A purpose-driven company is seeking a Retirement Sales Coordinator to manage retirement rollover cases and support Exclusive Agents and clients. Key responsibilities include tracking documentation and serving as the primary operational contact for all rollover statuses. Candidates should hold Series 6 & 63 licenses, with knowledge of retirement products being essential. The role is based in Cherry Hill Township, NJ, with a pay range of $21.44 to $29.16 per hour based on experience.

Qualifications

• Licenses in Series 6 & 63 are mandatory; Series 7 is preferred.
• Knowledge of retirement products and 403(b) plans required.
• Prior experience in retirement support or client service is preferred.

Responsibilities

• Manage retirement rollover cases from intake through application completion.
• Coordinate and track rollover documentation with vendors.
• Act as the primary contact for clients regarding rollover status.

Skills

Strong organizational skills

Communication skills

Follow-up skills

Experience in financial services operations

Education

Series 6 & 63 licenses

Series 7 license (preferred)

Tools

FireLight

RightBridge

Job description

A purpose-driven company is seeking a Retirement Sales Coordinator to manage retirement rollover cases and support Exclusive Agents and clients. Key responsibilities include tracking documentation and serving as the primary operational contact for all rollover statuses. Candidates should hold Series 6 & 63 licenses, with knowledge of retirement products being essential. The role is based in Cherry Hill Township, NJ, with a pay range of $21.44 to $29.16 per hour based on experience.