Retirement Sales Associate
Horace Mann - Agent Opportunities(10 days ago)
About this role
Horace Mann is seeking a Retirement Sales Coordinator to support clients and exclusive agents by managing retirement rollover cases from start to finish. The role involves coordinating documentation, monitoring pipelines, and ensuring regulatory compliance, all while delivering a high-quality customer experience. It offers a flexible remote or hybrid work environment in the financial services industry focused on education professionals.
Required Skills
- Insurance
- Retirement
- Client Service
- Documentation
- Regulatory Compliance
- Pipeline Management
- Financial Products
- Communication
- Organization
- Follow-up
About Horace Mann - Agent Opportunities
horacemann.comHorace Mann is an insurance and financial services company focused on serving educators, public service and municipal employees. It provides auto, home, renters, supplemental and life insurance as well as retirement annuities and related retirement planning solutions tailored to the educator community. The company emphasizes educator-specific products and guidance to help teachers and school employees protect assets and prepare for retirement.
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