Investment Consultant

3 weeks ago

New York, New York, United States Calamos Asset Management Full time
Investment Consultant Role

The Investment Consultant will play a critical role in expanding Calamos' footprint in the rapidly growing RIA segment. 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.

Key Responsibilities:
  • Meet sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.
  • Plan day and multi-task outbound calls, projects, campaigns, and incoming calls. Identify and pursue leads generated from referrals, ad campaigns, and region canvassing.
  • Learn, understand, and be able to present all Calamos strategies and products across multiple channels and platforms while keeping abreast of competing strategies and products.
  • Enhance and build upon relationships through effective proactive telephone calls and contact follow-up, as well as handling specific questions and resolving account problems.
  • Log all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
  • Employ the use of third-party databases such as Russell and Morningstar Direct, to help provide sales solutions to advisors.
  • Consistently work 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.
  • Use all available lists for contacting advisors and continually reach out to advisors to cross-sell the strategies they are not currently using.
  • Consistently ask for referrals or prospect off of top producer lists to find new advisor relationships.
  • Maintain database for accurate and current information on advisors and branch networks.
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.

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