Retirement Sales Coordinator

Job Description

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 items not in good order. Act 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.

Qualifications

1. Series 6 & 63 licenses required (Series 7 preferred). 2. Knowledge of retirement products, 403(b) plans, and rollovers. 3. Strong organizational, communication, and follow-up skills. 4. Ability to manage multiple cases and meet deadlines. 5. Experience in financial services operations, retirement support, or client service preferred. 6. Sales retention experience a plus.

Benefits

- Annual Incentive Program