Halo Investing
Builtin · Indexed 2026-10-08
Annuity Operations Associate
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Indexed description
Halo Investing Annuity Operations Associate YesterdaySaved Hybrid Chicago, IL, USA 50K-60K Annually Junior 50K-60K Annually JuniorFintech • Software • Financial ServicesProcesses annuity paperwork, monitors business inflow, maintains Salesforce records, communicates with carrier partners, financial advisors, sales staff, and clients, compiles operational reports, organizes information, follows up on outstanding tasks, and supports special projects. The role requires accuracy, compliance awareness, analytical ability, strong communication, and adaptability in a hybrid Chicago office environment.Top Skills: ExcelFintechSalesforce
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