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Retirement Sales Coordinator

April 29, 2026

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 <ul> <li>Manage retirement rollover cases from EA intake through application completion and account setup</li> <li>Coordinate and track rollover documentation, including requests to incumbent vendors</li> <li>Monitor rollover pipelines, follow up on pending transfers, and resolve “not in good order” items</li> <li>Serve as the primary operational contact for clients and Exclusive Agents on rollover status and next steps</li> <li>Partner with internal teams and vendors to ensure timely, accurate processing</li> <li>Ensure all activities comply with Reg BI, suitability, and internal guidelines</li> <li>Maintain accurate documentation and update systems such as FireLight and RightBridge</li> <li>Track and report rollover activity, turnaround times, and completed cases</li> </ul> What You Bring <ul> <li>Series 6 & 63 licenses required (Series 7 preferred)</li> <li>Knowledge of retirement products, 403(b) plans, and rollovers</li> <li>Strong organizational, communication, and follow-up skills</li> <li>Ability to manage multiple cases and meet deadlines</li> <li>Experience in financial services operations, retirement support, or client service preferred</li> <li>Sales retention experience a plus</li> </ul> Additional Details <ul> <li>Remote office environment</li> <li>Up to 10% travel may be required</li> </ul> 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. #LI-JC1 #APP #vizi <div class="content-conclusion">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 For applicants that are California residents, please review our <a href="https://www.horacemann.com/privacy/ccpa" target="_blank">California Consumer Privacy Notice</a> All applicants should review our <a href="http://www.horacemann.com/privacy.aspx" target="_blank">Horace Mann Privacy Policy</a></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...