Investment Consultant

Naperville, Illinois
Competitive base and bonus structure.
Aug 02, 2022
Sep 01, 2022
Job Function
Wholesale Sales
Industry Sector
Asset Management
Employment Type
Full Time

Primary Responsibilities:

  •  Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.
  • Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls.  Identifies and pursues leads generated from referrals, ad campaigns and region canvassing.
  • Learns, understands and is able to present all Calamos strategies and products across multiple channels and platforms while keeping abreast of competing strategies and products.
  • Enhances and builds upon relationships through effective proactive telephone calls and contact follow-up, as well as handling specific questions and resolving account problems.
  • Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
  • Employs the use of third party databases such as Russell and Morningstar Direct, to help provide sales solutions to advisors. 
  • Consistently works to deepen existing relationships with financial advisors, divisional and regional representatives, and analysts to increase both our value added support to them and their sales to Calamos.
  • Uses all available lists for contacting advisors and continually reaches out to advisors to cross-sell the strategies they are not currently using.
  • Consistently asks for referrals or prospect off of top producer lists to find new advisor relationships.
  • Maintains database for accurate and current information on advisors and branch networks.
  • Performs related duties as assigned.

Preferred Qualifications:

  • Bachelor’s degree is preferred in business or other related discipline. In lieu of a degree, equivalent work experience is required.
  • 3 to 5 years of work experience in the Financial Services industry required.
  • Securities Industry Essentials (SIE) exam, Series 63 and 6/7 licenses preferred.
  • Must be able to perform heavy phone work daily.
  • Must have outstanding written and verbal communication skills, superior sales skills and an excellent client service aptitude and attitude.
  • Must be able to work well in a team environment with the ability to learn new tasks quickly.
  • PC Skills in Microsoft Excel, Word and sales database applications.
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