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[Remote] Retirement Sales Coordinator

100% remote Flexible hours Hiring now

Note: The job is a remote job and is open to candidates in USA. 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, 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 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

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.

Company Overview

  • reputed company provides auto insurance, life insurance, and financial services. It was founded in 1945, and is headquartered in Springfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://www.horacemann.com.
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