Summary: The Investment Consultant - RIA will play a critical role in expanding Calamos’ footprint in the rapidly growing RIA segment. Specifically, this role will be utilizing proactive telephone calls, thoughtful email campaigns, and strategic thinking to support their Investment Consultants (external wholesalers) and drive results for their territory. This position will cover Calamos’ ETFs, mutual funds, and alternative investments and will include some of the country’s largest and most sophisticated RIA wealth management firms. This role is best for someone who is looking to develop their client-facing skills, expand their understanding of complex investment products, and learn to position and support new investment solutions within RIA portfolios.
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.
Preferred Qualifications:
- Bachelor’s degree is preferred in business or other related discipline. In lieu of a degree, equivalent work experience is required.
- 2 to 4 years of work experience in the Financial Services industry required.
- Series 7 and 63 licenses required.
- Must be able to perform heavy phone work daily.
- Must have outstanding written and verbal communication skills, superior sales skills and excellent client service aptitude and attitude.
- Must be able 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.
