Regional Sales Associate

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

Benefits offered by this job

Health and welfare benefits

401(k) and profit sharing

Paid time off

Paid parental leave

Job summary

Calamos Investments is seeking a Regional Support Associate in Naperville, IL to provide territory management support to inside and outside sales teams. This role handles research requests, assembles informational packages, performs data entry, and assists the sales team with campaigns and initiatives.

The ideal candidate has a business degree, securities licenses or willingness to obtain them, strong Excel/Word/Outlook skills, and excellent written and verbal communication.

Qualifications

• Bachelor’s degree in business or related discipline.
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
• Strong understanding of investment products preferred.
• Professional with sales drive and focus.
• Outstanding written and verbal communication skills.
• Ability to work well independently and in a team.
• Proficient in Microsoft Excel, Word and Outlook.

Responsibilities

• Provides exceptional customer service to associates and clients; handle inbound calls for product information and literature requests.
• Responsible for outbound calls as directed by management.
• Assembles information materials, completes information requests, and supports sales campaigns.
• Assists with implementation of sales force client marketing plans.
• Supports process improvements to increase departmental efficiency.
• Utilizes fund analysis and systems to support client offerings.
• Keeps current knowledge of Calamos products and industry developments.

Skills

Communication skills

Team player

Sales drive

Education

Bachelor's degree in business or related discipline

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job 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.