Regional Sales Associate jobs in United States
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Calamos Investments ยท 7 hours ago

Regional Sales Associate

Calamos Investments is a diversified global asset and wealth management firm offering a wide range of innovative investment strategies. The regional sales associate provides territory management support to sales personnel, completing research requests, assembling informational packages, and assisting the sales team with campaigns and initiatives.

AdviceConsultingFinanceFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

Responsibilities

Provides exceptional customer service when working with associates and clients
Handle inbound calls regarding product information, literature requests and general questions
Responsible for outbound calls as assigned by management
Responds to requests for information, gathers and organizes materials and completes requests in a timely manner
Assists with the implementation of sales force client marketing plans
Recommends ideas for process improvements in order to improve efficiency in the department
Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings
Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients
Performs related duties as assigned

Qualification

Series 7 licenseSeries 63 licenseInvestment products knowledgeMicrosoft ExcelMicrosoft WordMicrosoft OutlookCustomer serviceSales driveTeamworkWritten communicationVerbal communication

Required

Bachelor's degree required in business or other related discipline
Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
Must have a professional approach towards the job/career and demonstrate sales drive and focus
Must have outstanding written and verbal communication skills
Must be able to work well individually and in a team environment with the ability to learn new tasks quickly
PC Skills in Microsoft Excel, Word and Outlook

Preferred

An excellent understanding of investment products is preferred

Benefits

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
Other wellness benefits

Company

Calamos Investments

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Calamos Investments is a global investment firm committed to excellence in investment management and client services.

H1B Sponsorship

Calamos Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)

Funding

Current Stage
Public Company
Total Funding
unknown
2004-10-28IPO

Leadership Team

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John Koudounis
Chief Executive Officer
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Dan Dufresne
Chief Operating Officer
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Company data provided by crunchbase