Business Development Representative

Business Development Representative

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 Blair.

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

About the Role:

We are looking for a Business Development Representative for our marketplace segment to drive new revenue opportunities by identifying and cultivating relationships with qualified prospects and current clients. The role involves working closely with the marketing and sales team to prioritize outreach based on the best chance of success to close deals, grow wallet share, and achieve the firmwide business objectives.

Primary Responsibilities:

• Learn the Halo business and develop a strong understanding of our products and market
• Participate in annual and quarterly territory business planning and weekly reviews
• Qualify marketing leads, prioritizing outreach to 150+ prospects per week, and securing at least 15 meetings per month
• Coordinate demo and discovery meetings with prospects and Halo’s Regional Vice Presidents (RVPs)
• Help RVPs manage the new business pipeline in Salesforce after a demo or discovery meeting takes place 
• Promote Halo-attended, sponsored, or hosted events
• Drive adoption of Halo within partner channel ecosystems

Required Education and Experience:

• Bachelor's degree in business, finance, or a related field
• Must obtain Series 7 and Series 63 (or 65) within six months of employment
• At least 1-2 years of experience in a business development or sales role, preferably within a financial services or technology environment
• Experience using a CRM (ideally Salesforce)
• Ability to work independently in a fast-paced environment
• Strong analytical and strategic thinking skills
• Ability to work effectively with cross-functional teams
• Excellent communication and relationship-building skills

Benefits:

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
• Hands-on and structured learning opportunities, continued professional growth
• Competitive compensation package
• Comprehensive benefits (medical, dental, vision, 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
• Hybrid work from home (WFH) environment
• Free snacks
• Company-paid, on-site gym membership
• Building and in-office happy hours
• Ad-hoc outings and activities like baseball games, yoga classes 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]