Investment Consultant

About the role

The Investment Consultant Level I is responsible for increasing the phone presence in the assigned region(s) that complements the sales activities of that territory's VP, Investment Consultant (external wholesaler). This position also develops strategies to expand Calamos' coverage within the respective territory.

Responsibilities

• Mets 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 presents all Calamos strategies and products across multiple channels and platforms while staying updated on 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.
• Maintains database for accurate and current information on advisors and branch networks.
• Performs related duties as assigned.

Qualifications

• Bachelor’s degree in business or other related discipline, or equivalent work experience 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.
• Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude required.
• Ability 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.

Pay

The expected annual base salary range for this position is $65,000 - $80,000. The selected candidate's salary is based on numerous factors such as, but not limited to, work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified in the future. Additionally, this position may be eligible for quarterly and annual discretionary bonus payments.