Account Manager

Account Manager

About Halo:

Halo Investing is an awardwinning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago with employees worldwide were 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 multiissuer platform for defined outcome investing. Halo Investing gives financial intermediaries wealth managers and RIAs access to structured notes annuities and other protective investment solutions. At Halo weve 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 Account Manager is responsible for managing and growing relationships with sellers on the marketplace platform. The role involves working with key sellers and internal teams to identify new business opportunities develop and maintain relationships and achieve business objectives.

Primary Responsibilities:

• Develops manages and maintains relationships with financial advisers and counterparts
• Works to add value to our clients businesses to achieve sales goals
• Responsible through outbound proactive calls for generating leads
• Updates and manages the CRM database as necessary to ensure accurate client information
• Responsible for ongoing awareness of product offerings current events and industry trends
• Creates client marketing presentations
• Performs research on competitor/industry practices

Required Education and Experience:

• Bachelors degree or 4 years of related work experience
• Must obtain Series 7 and Series 66 (or 63/65 within 120 days of employment
• 12 Years of financial sales experience
• Interpersonal skills are required for communicating with clients and coworkers in a professional environment
• Must also maintain effective communication with coworkers and cooperative working relationships with other departments
• Must also 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
• Must also be willing to give additional time and effort to achieve department objectives

Benefits

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.

• Work with a great team in an exciting work environment with opportunities for continued professional growth
• Competitive compensation package: base salary of $65000$80000 plus variable compensation based on personal and business objectives
• 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
• Chicagobased employees have access to a companypaid onsite gym happy hours and adhoc 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 contact us at: