What are the responsibilities and job description for the Internal ETF Sales Associate position at Calamos Recruiting?
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
For Illinois Applicants only: The expected annual base salary range for this position is $50,000 - $60,000. The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified 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), retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other well-being benefits.
Salary : $50,000 - $60,000