Annuity RVP

HALO INVESTING INC • Chicago, IL

1d

About The Position

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!

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.

Requirements

• 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.
• 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.

Nice To Haves

• Professional designations preferred but not required.

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.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees