Annuity Sales Associate

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 :

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.

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 :

IC

Key Skills

Sales Experience,Customer Service,Organizational skills,Communication skills,Basic Math,POS,Retail Sales,Merchandising,Cash Handling,Epic,Planograms,Stocking

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 55000 - 65000