Demo

Internal ETF Sales Associate

Calamos Investments
Chicago, IL Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/16/2025

Summary :

The Internal ETF Sales Associate partners with Calamos' generalist sales teams to both indirectly and directly engage with financial advisors and institutional buyers that primarily use ETFs throughout client portfolios. This position promotes and wholesales Calamos ETF products to acquire and retain assets.

Primary Responsibilities :

  • Generate and retain assets within Calamos' ETF product suite
  • Generate business opportunities within a territory through direct outreach to financial advisors
  • Manage and cultivate key relationships with wealth management clients while positioning Calamos' ETF line-up
  • Articulate Calamos ETFs with competing products to educate financial advisory firms on similarities and differences in design
  • Maintain knowledge of industry related topics
  • Proficiency in delivering value-add presentations to a broad array of audiences
  • Update activity in CRM and engage with Sales Management on tactical initiatives and projects
  • Attend company, industry and other related events as directed
  • Manage related duties as assigned

Preferred Qualifications :

  • Bachelor's degree required
  • 1-2 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
  • Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
  • ETF product familiarity and proven industry experience strongly preferred
  • Strong communication skills, both verbal and written along with significant client facing (investment consulting or sales) experience
  • High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
  • PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
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