Regional Sales Associate

Calamos; Naperville (IL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Parental leave

Wellness programs

Job summary

Calamos in the Naperville area is seeking a Regional Support Associate to assist inside and outside sales with territory management, research requests, data entry, and campaign support.

The role requires a Bachelor's degree in business or related field, Series 7 and 63 or willingness to obtain, excellent written and verbal communication, and proficiency with Excel, Word, and Outlook. Base salary ranges from $50,000 to $55,000 with potential bonuses and a comprehensive benefits package.

Qualifications

• Bachelor's degree in business or related discipline.
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
• An excellent understanding of investment products is preferred.
• Professional approach with sales drive and focus.
• Outstanding written and verbal communication skills.
• Able to work well individually and in a team environment with the ability to learn new tasks quickly.
• PC Skills in Microsoft Excel, Word and Outlook.

Responsibilities

• Provides exceptional customer service when working with associates and clients.
• Handle inbound calls regarding product information, literature requests and general questions.
• Responsible for outbound calls as assigned by management.
• Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
• Assists with the implementation of sales force client marketing plans.
• Recommends ideas for process improvements in order to improve efficiency in the department.
• Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
• Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients.
• Performs related duties as assigned.

Skills

Customer service

Sales drive

Written communication

Verbal communication

Teamwork

Learns quickly

PC skills

Education

Bachelor's degree in business or related discipline

Tools

Excel

Word

Outlook

Job description

Description

About Calamos

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.

Summary of the Role

The regional support associate provides territory management support to inside and outside sales personnel. This position completes research requests, assembles informational packages, performs data entry and assists the sales team with all campaigns and initiatives.

Primary Responsibilities

• Provides exceptional customer service when working with associates and clients. Handle inbound calls regarding product information, literature requests and general questions.
• Responsible for outbound calls as assigned by management.
• Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
• Assists with the implementation of sales force client marketing plans.
• Recommends ideas for process improvements in order to improve efficiency in the department.
• Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
• Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients.
• Performs related duties as assigned.

Preferred Qualifications

• Bachelor's degree required in business or other related discipline.
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
• An excellent understanding of investment products is preferred.
• Must have a professional approach towards the job/career and demonstrate sales drive and focus.
• Must have outstanding written and verbal communication skills.
• Must be able to work well individually and in a team environment with the ability to learn new tasks quickly.
• PC Skills in Microsoft Excel, Word and Outlook

Compensation Disclosure

The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $50,000 - $55,000.

Additionally, this position may be eligible for quarterly and annual discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.