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Investment Consultant

Calamos Investments LLC
Naperville, Illinois
Competitive base and bonus structure
Closing date
Oct 22, 2023

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Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time

Job Details

Primary Responsibilities:

  1. Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.
  2. Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls.  Identifies and pursues leads generated from referrals, ad campaigns and region canvassing.
  3. 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.
  4. Enhances and builds upon relationships through effective proactive telephone calls and contact follow-up, as well as handling specific questions and resolving account problems.
  5. Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
  6. Employs the use of third party databases such as Russell and Morningstar Direct, to help provide sales solutions to advisors. 
  7. 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.
  8. Uses all available lists for contacting advisors and continually reaches out to advisors to cross-sell the strategies they are not currently using.
  9. Consistently asks for referrals or prospect off of top producer lists to find new advisor relationships.
  10. Maintains database for accurate and current information on advisors and branch networks

Performs related duties as assigned.


Calamos Investments is a global, diversified asset management firm offering growth, defensive equity, fixed income, and alternative investment strategies. With roots dating back to 1977, Calamos provides a risk-managed approach for retirement, institutional, and individual investors.
Company info
2020 Calamos Court

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