Account Manager

Account Manager

Chicago, IL

Hybrid

About us

:Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions

.
In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blai

r.
Come join our uniquely motivated, dynamic and proactive team. Above all, we value collaboration, communication, and passi

on!
About the R

ole:The Account Manager is responsible for managing and growing relationships with sellers on the marketplace platform. The role involves working with key sellers and internal teams to identify new business opportunities, develop and maintain relationships, and achieve business objecti

ves.
Primary Responsibili

• ties:Develops, manages, and maintains relationships with financial advisers and counter
• partsWorks to add value to our client’s businesses to achieve sales
• goalsResponsible, through outbound proactive calls, for generating
• leadsUpdates and manages the CRM database as necessary to ensure accurate client inform
• ationResponsible for ongoing awareness of product offerings, current events, and industry t
• rendsCreates client marketing presenta
• tionsPerforms research on competitor/industry prac

tices
Required Education and Exper

• ience:Bachelor's degree or 4 years of related work expe
• rienceMust obtain Series 7 and Series 66 (or 63/65) within 120 days of empl
• oyment1-2 Years of financial sales expe
• rienceInterpersonal skills are required for communicating with clients and co-workers in a professional envir
• onmentMust also maintain effective communication with co-workers and cooperative working relationships with other depar
• tmentsMust also demonstrate knowledge of investment markets and products used as investment ve
• hiclesExcellent 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 th
• e teamMust also be willing to give additional time and effort to achieve department obje

ctives
B

enefitsThis 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 enj

• oyable.Work with a great team in an exciting work environment, with opportunities for continued professional
• growthCompetitive compensation package: base salary of $100,000-$150,000, plus variable compensation based on personal and business obj
• ectivesComprehensive benefits including medical, dental, vision insurance, life & disabilit
• y, etc.Multiple voluntary benefits: identity protection, pet insurance, accident insurance an
• d more!Flexible PTO
• policy401k program to help build wealth for the
• futurePaid parental leave to bond with your new a
• dditionChicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events an

d 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 contact us at: hr@haloinvest