About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.
Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.
At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!
About the Role:
Halo is seeking a Regional Vice President who will be responsible for business development and relationship management of annuities clients in a specific territory. You will lead all sales-related activities as well as organize efforts of the client services team members to effectively address advisor needs.
To be successful, you will have a strong knowledge of annuities and wealth management along with the ability to discuss the sophisticated investment solutions that Halo's platform provides. Equally important, the Annuities RVP will have business development skills to align with and understand the issues and challenges RIAs/Family Offices face in managing their client portfolios.
Key Responsibilities:
- Serve as the main point of contact for Registered Investment Advisors.
- Develop and execute a regional sales strategy that aligns with the company's and team’s overall sales objectives. Identify target markets, develop a sales pipeline, and establish sales targets and goals.
- Develop & manage productive relationships with key customers, partners and other stakeholders in the region. Manage the follow-up process.
- Represent Halo at industry events and conferences to promote our products and services.
- Collaborate with the annuities team and other departments such as marketing and product development to best meet the needs of customers in the region.
- Monitor and analyze metrics to identify areas for improvement and develop strategies to address them.
- Update and manage Salesforce database to reflect accurate client information.
- Proactively research and generate new client leads.
Education and Experience:
- Bachelor's degree in Business, Finance or related field.
- 5+ Years of experience working in a relevant financial product sales environment, preferably selling in the RIA/Family Office/Bank Trust channel.
- SIE, Series 6 or 7, insurance license required. Series 63/66 preferred.
- Professional designations preferred but not required.
- Excellent sales and customer service skills with proven negotiation skills.
- Excellent organizational skills and attention to detail.
- Proficient with Salesforce and Microsoft Office Suite or related software.
- Willingness to travel as required to conferences and/or to visit clients.
Benefits and Compensation:
Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable.
- Work with a great team in an exciting work environment
- Opportunities and continued professional growth
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- Multiple voluntary benefits: identity protection, pet insurance, accident insurance, and more
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!
Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].
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What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
