RVP, Life & Long-Term Care
Location: Chicago, Hybrid; We welcome highly-qualified candidates in other locations to apply
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, 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!
About the Role:
Halo is expanding its Life and Long-Term Care division and looking for a driven, advisor-focused professional to help grow its presence among Registered Investment Advisors (RIAs) and independent advisors. This role combines advisor onboarding, case design consulting, and relationship management, with responsibilities that include driving production, managing advisor relationships, and supporting the execution of key initiatives with enterprise accounts and distribution partners.
The ideal candidate for this position is proactive, organized, and confident when communicating over the phone. They should be skilled at explaining complex insurance concepts in a clear and practical manner.
Primary Responsibilities:
- Promote and educate advisors on life insurance and long-term care planning strategies across multiple carriers.
- Drive life insurance and LTC sales through consultative advisor education, proactive RIA relationship management, and the recruitment of new advisors to the Halo platform.
- Provide advisors with product knowledge, competitive positioning, and consulting to help them support their clients. Deliver high-quality support and problem solving throughout the sales cycle.
- Assist in case design for advisors by leveraging advanced planning concepts, tax-efficient strategies, and product knowledge.
- Act as the primary relationship manager for advisors and enterprise accounts, introducing them to Halo’s value-added programs, resources and technology. Managing the end-to-end sales lifecycle, including follow-ups about quotes and open opportunities, and ongoing contact and appreciate calls.
- Support sales growth by managing lead generation lists, tracking campaign performance, and reporting on outreach results and pipeline activity. Partner internally to assist in developing marketing content and advisor-facing materials to support sales initiatives
- Drive operational efficiency by serving as a liaison between Sales and Operations to ensure smooth case processing. Support onboarding workflows and advisor set-up processes, keeping internal/CRM systems accurate throughout.
- 5+ years of experience in life insurance, LTC, internal wholesaling, financial services sales, or related roles
- This role provides a competitive compensation package, including an annual base salary of $65,000-$75,000, and variable compensation/commission based on results against business objectives.
- Strong understanding of life insurance, LTC, annuities industry, and the related tax implications
- Excellent verbal communication and phone-based sales skills; Ability to explain complex products in an advisor-friendly manner
- Must be well-organized and self-motivated, with a strong attention to detail. Skilled at client follow-through
- Proficiency in CRM systems (Salesforce preferred); working knowledge of carrier websites and life & annuity illustration systems
- Insurance licensing required; Series 6 or 7 preferred (or expected within 180 days’ employment)
Benefits and Compensation:
Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable.
- Work with a great team in an exciting work environment
- Opportunities for continued professional growth within a growing team
- This role provides a competitive compensation package, including an annual base salary of $65,000-$75,000, and variable compensation/commission based on business objectives and results.
- 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!
Halo Values Diversity and Inclusion. 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 disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].
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