Will Halboth

As a Vice President, Regional Sales Director for Ares Wealth Management Solutions, I consult and partner with financial professionals across multiple sales channels (Wirehouse, IBD, Bank and RIA) in Southern California to implement private investment solutions for their clients.

It's my mission to provide access to innovative, solutions-oriented investment opportunities across the Ares platform of industry-leading Private Credit, Private Equity, Real Estate, and Secondaries strategies. Through our range of institutional and retail structures, I help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

• Partnered with an External Wholesaler to drive private credit, private equity, real estate, and secondaries sales in Florida, Georgia and Alabama using a consultative sales approach to articulate Ares' unique value proposition in providing reliable income, diversification and tax control. As a team, we support investment advisors across multiple sales channels (Wirehouse, IBD, Bank and RIA) in understanding Ares product features, and their suitability and appropriateness for various investor circumstances.
• Recognized as Internal Wholesaler of the Year in 2019.
• Responsible for a 237% increase in total sales in 2019 compared to 2018 and a 54% increase in total sales in 2020 compared to 2019.
• Responsible for adding 61 new producers in 2019 and 32 in 2020.
• Developed 3 multi-million dollar producers in 2019 and 5 in 2020.

• Partnered with an External Wholesaler to drive fixed, fixed index and variable annuity sales in North and South Carolina using a consultative sales approach to articulate Transamerica’s unique value proposition in providing retirement security.
• Made 50+ proactive outbound calls a day to existing and new prospects.
• Top Performer Recognition: 290 sales conversations and 100 meetings set (July 2018).
• Top Performer Recognition: 317 sales conversations and 88 meetings set (August 2018).
• Top Performer Recognition: 68 meetings set (September 2018).
• Responsible for adding 12 new producers, including 2 multi-million dollar producers.

• Responsibilities similar to my role at Transamerica. In my 4 years as a Jackson internal wholesaler, I partnered with three different top notch external wholesalers to maintain and build relationships in eight different states, including Washington, Oregon, Montana, Colorado, Nebraska, South Dakota, Iowa and Illinois.
• Recognized as Wholesaler of the Quarter 3Q17.
• Selected for Level 3 Sales Academy Bootcamp; a rigorous and highly competitive 3-day training course, including presentation skills, product knowledge, investment debates, and situational role plays. Recognized with “Top Gun” honors, awarded to the top performer in the academy.
• Achieved a 130% run rate and $60 million in sales; exceeding our $46 million goal in 2017.
• Responsible for increasing marketshare from 40% to 55% from 2016 to 2017.
• Achieved #1 rank vs. peers in 2016 and 2017 in recognition of outbound call volume and new business development, both key performance drivers to attain production targets.