ETF Specialist- Internal Sales

Primary Responsibilities:

• Generate and retain assets within Calamos’ ETF product suite.
• Generate business opportunities within a territory through direct outreach to financial advisors.
• Manage and cultivating key relationships with wealth management clients, positioning Calamos’ ETF lineup through those contacts.
• Maintaining knowledge of industry related topics, proficiency in delivering value-added presentations to a broad array of audiences.
• Updating activity in CRM and working with Sales Management on tactical initiatives and projects.
• Attends company, industry and other related events as directed. Completes travel and expense reports and other necessary paperwork on a weekly basis.
• Handles related duties as assigned.

Preferred Qualifications:

• Bachelor’s degree required.
• 3+ years direct industry experience, including strong investment management knowledge and proven client facing capabilities. 
• Securities Industry Essentials (SIE) exam, FINRA series 7 and 63 licenses required. 
• ETF product familiarity and proven industry experience required.
• Strong communication skills, both verbal and written along with significant client facing (investment consulting or sales) experience.
• High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and grow talent.
• PC skills in Microsoft Excel, Word, PowerPoint and sales database applications.