- Naperville, Illinois, United States
- Full-time · Entry
- $65K–$80K per year
- 3–5 years
The Investment Consultant Level I is responsible for creating an increased phone presence in the assigned region(s) that complement the sales activities of that territory’s VP, Investment Consultant (external wholesaler).
Compensation
The expected annual base salary range for this position is $65,000 - $80,000.
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.
Requirements
- Bachelor’s degree in business or other related discipline
- Nice to have: Securities Industry Essentials (SIE) exam
- Nice to have: Series 63 license
- Nice to have: Series 6/7 license