Account Manager
Halo Investing · Chicago, IL · 4 mo ago
HybridFinanceFull-time
Primary Responsibilities
- Develops, manages, and maintains relationships with financial advisers and counterparts
- Works to add value to our client’s businesses to achieve sales goals
- Through outbound proactive calls, responsible for generating leads
- Updates and manages the CRM database as necessary to ensure accurate client information
- Responsible for ongoing awareness of product offerings, current events, and industry trends
- Creates client marketing presentations
- Performs research on competitor/industry practices
Required Education and Experience
- Bachelor's degree or 4 years of related work experience, with minimum 1-2 years experience in financial sales
- Must obtain SIE, Series 7, and Series 66 (or 63) within 4 months of joining