Horace Mann · 4 hours ago
Retirement Sales Associate
United States
Full-time
Remote
New Grad, Entry Level
$21.44/hr - $29.16/hrHorace Mann is a purpose-driven company that is passionate about educators. They 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.
Auto InsuranceFinancial ServicesInsuranceLife Insurance
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 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
Qualification
Required
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
Preferred
Series 7 preferred
Experience in financial services operations, retirement support, or client service preferred
Sales retention experience a plus
Company
Horace Mann
Horace Mann provides auto insurance, life insurance, and financial services.
Founded in 1945
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$600M2025-09-23Post Ipo Debt· $300M
2023-09-12Post Ipo Debt· $300M
1991-11-15IPO
Leadership Team
Ryan E Greenier
Chief Financial Officer
Recent News
2026-02-04
Company data provided by crunchbase