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Halo Investing · 12 hours ago

Annuity RVP

Chicago, IL, US

Full-time

Onsite

Senior Level

$90K/yr - $100K/yr

5+ years exp

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. The Regional Vice President will be responsible for business development and relationship management of annuities clients, leading sales activities and collaborating with the client services team to meet advisor needs.

FinanceFinancial ServicesFinTech

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

Qualification

Annuities knowledgeBusiness developmentSalesforce proficiencyFinancial product salesCustomer service skillsMicrosoft Office SuiteNegotiation skillsOrganizational skillsAttention to detail

Required

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

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

Preferred

Series 63/66 preferred

Professional designations preferred but not required

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!