Retirement Sales 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

Horace Mann is a purpose‑driven company 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.

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
• 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.

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.