Retirement Sales Coordinator

reputed company 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 reputed company 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 reputed company activities reputed company 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

• reputed company 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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reputed company 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 reputed company educators protect what they have today and prepare for a successful reputed company. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts reputed company, we’re publicly traded on the reputed company 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 reputed company they deserve someone to look after theirs. We help educators identify their financial goals and reputed company plans to reputed company 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. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability or protected veteran status

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