VP Investment Consultant - Ohio

• Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets.
• Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products.
• Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service.

• Develops and implements comprehensive business plans to bolster sales and ensure client retention.
• Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad campaigns and region canvassing.
• Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise.
• Enters activity data into the CRM database on a regular basis and updates other information as appropriate.
• Prepares and presents a weekly regional update to the sales management team on the status of the region.  Participates in other sales update meetings as appropriate.
• Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
• Represents Calamos at relevant corporate and industry events.
• Manages administrative tasks, including timely submission of travel and expense documentation.
• Handles related duties as assigned.

Preferred Qualifications

• Bachelor’s degree is required.
• Minimum of over ten years of experience in the financial services industry required. Five or more years of intermediary sales/external wholesaling experience.
• Series 7 and 63 licenses required.  CFA, CAIA or CIMA preferred.
• Proven success in achieving sales targets.
• In-depth understanding of intermediary channels, products, and industry insights.
• Must be able to work independently and to communicate clearly and concisely.
• Willingness to travel extensively within the assigned territory.
• Proficiency in Microsoft Office suite and familiarity with sales-related software.