Halo Investing · 1 month ago
Annuity Sales Associate
Chicago, IL, US
Full-time
Hybrid
Entry Level
$55K/yr - $65K/yr
1+ years expHalo Investing is an award-winning technology platform based in Chicago that aims to democratize access to investment solutions. The Annuity Sales Associate will support the Annuity Sales Team by managing client relationships, driving sales, and providing expertise on technical issues related to annuities.
FinanceFinancial ServicesFinTech
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
Qualification
Required
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
Benefits
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!
Company
Halo Investing
Halo Investing is a financial technology platform that provides structured note investments to the average investor.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$115.14MKey Investors
Owl VenturesAllianz Life Ventures
2021-10-11Series C· $100M
2019-06-03Series B· $11M
2017-05-31Series A· $4.14M
Leadership Team
Jason Barsema
Co-Founder / President
Recent News
2025-12-19
Company data provided by crunchbase