Calamos Investments

Investment Consultant

NAPERVILLE, ILPosted a month ago

Job summary

  • Job post source

    This job is directly from Calamos Investments

  • Job overview

    The Investment Consultant Level I focuses on enhancing phone presence and expanding coverage in assigned regions to support sales activities.

  • Responsibilities and impact

    Daily responsibilities include meeting sales goals through various communication methods, developing leads, presenting Calamos products, and maintaining relationships with financial advisors.

  • Experience and skills

    A preferred bachelor's degree in business or related discipline, 3 to 5 years of experience in Financial Services, and relevant licenses are desired.

  • Company information

    Calamos Investments is known for its investment strategies and services, focusing on delivering value to clients and advisors.

Company overview

Calamos Investments is a global investment management firm that specializes in offering innovative investment strategies, including mutual funds, closed-end funds, private funds, and institutional accounts. Founded in 1977 by John P. Calamos, Sr., the company has built a reputation for its expertise in convertible securities and alternative investments. Calamos generates revenue through management fees based on assets under management (AUM) and performance fees. The firm is headquartered in Naperville, Illinois, and is known for its commitment to research-driven investment processes and a client-centric approach.

How to land this job

  • Position your resume to highlight your experience in sales, particularly in financial services, showcasing your ability to meet sales goals and engage effectively with clients through phone and email communications.

  • Emphasize your familiarity with CRM systems and third-party databases, as well as your proactive approach to building and maintaining relationships with financial advisors and clients.

  • Apply through multiple channels, including Calamos Investments' corporate site and LinkedIn, to maximize your chances of being noticed for this role.

  • Connect with professionals in the investment consulting division at Calamos Investments on LinkedIn to ask about the position; potential ice breakers could include discussing recent industry trends or asking for their insights on the company's strategies.

  • Optimize your resume for ATS systems by incorporating keywords from the job description, such as 'sales goals,' 'relationship building,' and 'financial advisors,' to enhance your chances of passing initial screenings.

  • Consider utilizing Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored for each submission and that you’re connecting with the right people in your job search.

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