Investment Consultant

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.