{"id":2053292,"url":"https://alion.io/job/halo-investing-annuity-operations-associate","title":"Annuity Operations Associate","company":{"id":2495636,"name":"Halo Investing","domain":"haloinvesting.com","url":"https://alion.io/company/haloinvesting","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Chicago, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-07T22:17:00Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-21T08:56:10Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"About the Role:\nWe are seeking a motivated and detail-oriented individual to join Halo’s dynamic and growing Annuity team in Chicago. As an Operations Associate, you will play a pivotal role in ensuring seamless operations and contributing to continued growth and success. This is an exciting opportunity for someone who possesses strong analytical abilities, exceptional attention to detail, and a passion for the FinTech industry. You will work with a great team to learn the business from the ground-up, and grow and expand your skills.\nPrimary Responsibilities:\nProcessing and Documentation: Handle and process necessary paperwork efficiently and accurately, ensuring compliance with company policies and regulatory requirements.\nBusiness Monitoring: Monitor and track business inflow, providing timely updates to relevant stakeholders.\nCommunication: Engage proactively with Annuity Carrier Partners and Financial Advisors to facilitate smooth operations and address any queries or concerns.\nData Management: Log and maintain accurate records by inputting data into Salesforce CRM, ensuring data integrity and consistency.\nStatus Updates: Provide regular updates to sales personnel and clients regarding the progress of operations, addressing any concerns or inquiries promptly.\nInformation Organization: Organize and categorize information systematically, ensuring easy accessibility and retrieval when required.\nReport Compilation: Compile and generate reports on operations, performance metrics, and other relevant areas as needed by management.\nFollow-Up: Coordinate and follow-up with Annuity Carrier Partners to ensure timely completion of tasks and adherence to agreed-upon timelines.\nAd-Hoc Projects: Assist in special projects and initiatives as assigned by the operations manager or senior leadership, demonstrating flexibility and adaptability.\nExperience and Qualifications:\nThe successful candidate will have an Associate's or Bachelor’s degree in finance, business admin or a related field, along with 1-2 years of experience in financial services and/or annuities. Experience supporting a financial advisor or advisory office preferred.\nCandidates with prior experience with SalesForce and/or Excel strongly preferred.\nHigh level of diligence and accuracy is required to execute tasks, ensuring compliance, confidentiality, and quality standards are met.\nStrong analytical and problem-solving abilities with a keen attention to detail are a must.\nExcellent verbal and written communication skills, with the ability to interact effectively with internal teams and external partners.\nAbility to learn quickly and adapt to new processes, technologies, and regulatory changes. Keen interest in staying current on industry trends.\nBenefits and Compensation:\nThis is a great opportunity to join a growing team in a company that values and rewards its employees. Halo offers a competitive package of great benefits that will make your work life both fulfilling and enjoyable.\nThis is a hybrid role, working 3 days/week in our downtown Chicago office. At Halo, you will work with a great team in an exciting work environment.\nOpportunities for continued professional growth and development\nHalo offers a competitive compensation package, including an annual base salary of $50,000 to $60,000, and eligibility for annual bonus earnings.\nComprehensive benefits including medical, dental, vision insurance, life & disability, etc.\nMultiple voluntary benefits: identity protection, pet insurance, accident insurance and more!\nFlexible PTO policy\n401k program to help build wealth for the future\nPaid parental leave to bond with your new addition\nChicago-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!\nHalo 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: .","description_format":"text","description_chars":4365,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Life Insurance & Annuities","Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-07T22:31:03Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.818,"p_room":0.9,"age_days":13,"expected_fill_days":27,"reasons":["conf:2","win:mid","comp:junior"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":false},"html_url":"https://alion.io/job/halo-investing-annuity-operations-associate","json_url":"https://alion.io/job/halo-investing-annuity-operations-associate.json","meta":{"generated_at":"2026-10-21T18:51:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26698,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2495636},"rest":"https://alion.io/mcp/rest/get_company?id=2495636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fhalo-investing-annuity-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fhalo-investing-annuity-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fhalo-investing-annuity-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/halo-investing-annuity-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fhalo-investing-annuity-operations-associate"}]}