Sales Associate- Annuity Sales
Location: Chicago, Hybrid
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 the 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:
The Annuity Desk Sales Associate will assist the Annuity Sales Team in supporting new opportunities and managing existing prospects/clients to increase sales and profitability. This includes providing subject matter expertise regarding technical issues, supporting Annuity Regional Vice Presidents in support of clients, and outreach to clients in support of existing and new sales opportunities.
Primary Responsibilities:
- Supports relationships with key personnel at client firms and financial advisers.
- Works to add value to our client’s businesses to achieve sales goals
- Conducts business and sales operations to ensure efficient internal and external processes
- Supports the Annuity Head of Sales and Annuity RVPs in driving revenue and establishing connectivity with partners
- Updates and manages the CRM database as necessary to ensure accurate client information and outreach
- Responsible for ongoing awareness of product offerings, current events, and industry trends
- Assists with new business processing and submission
- Performs research on competitor/industry practices
Required Education and Experience:
- Bachelor’s Degree with 1-2 years of practical work experience in finance or trade-related field
- SIE, Series 6/7 preferred or must obtain within 180 days of employment
- Interpersonal skills are required for communicating with clients and co-workers in a professional environment
- Must demonstrate knowledge of investment markets and products used as investment vehicles
- Excellent analytical and organizational skills are required to determine the needs of the brokers while communicating product information, and time management skills are required to effectively meet the needs of the team
Halo's Benefits and Compensation:
This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
- This is a Chicago-based hybrid role, working 3 days/week in our downtown Chicago office.
- Work with a great team in an exciting work environment.
- Competitive compensation package: base salary of $55,000-$65,000, plus eligibility for variable compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halo’s salaries are based on candidate skills and experience.)
- 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, and 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 a disability or special need when applying for a role or during our recruitment process, please speak with our recruiter or contact us at: [email protected].
Top Skills
What the Team is Saying
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
