Qualifications

• Bachelor's degree required.
• 8+ years experience in the financial services industry required, with 4+ years in intermediary sales/external wholesaling experience.
• Series 7 and 63 licenses required; CFA or CIMA preferred.
• Demonstrated track record of success in meeting sales objectives.
• Comprehensive product and industry knowledge, particularly within various intermediary channels.
• Ability to work independently with strong communication skills.
• Extensive travel within the region is required.

Responsibilities

• Manage all retail sales activities within the region and strive to exceed sales objectives.
• Conduct regional travel and meetings to present Calamos' products and generate new business.
• Differentiate Calamos by emphasizing its commitment to performance and client service.
• Create annual business plans and strategies for maximizing and retaining sales in the region.
• Collaborate with an internal wholesaler to pursue leads from referrals and campaigns.
• Participate in office visits, seminars, and meetings while providing product expertise.
• Regularly update activity data in the Pivotal database and prepare regional updates for management.

Benefits

• Comprehensive health and welfare benefits including medical, dental, and vision.
• Flexible spending accounts and employer-paid disability coverage.
• Retirement benefits with 401(k) and profit-sharing options.
• Paid time off and paid parental leave.
• Wellness benefits offered.