Annuity Sales Associate

Chicago, IL - USA

Monthly Salary: $ 55000 - 65000

Posted on: 9 days ago

Vacancies: 1 Vacancy

Job Summary

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 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 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 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 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 clients 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:

Bachelors 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

Halos 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 $55000-$65000 plus eligibility for variable compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halos 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:

Required Experience:

Sales Associate- Annuity SalesLocation: Chicago HybridAbout Halo:Halo Investing is an award-winning 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 acces...