Senior Sales Assistant

Description: Calvert Foundation www.calvertfoundation.org is currently seeking a Business Development Officer to serve as a point person on communications with financial advisors, manage key relationships, facilitate relationship cycle with the sales team and provide administrative support to the Marketing Sales and Servicing team.

Responsibilities: • Work in coordination with the Business Development Manager to achieve sales and fundraising goals • Initiate outbound telephone campaigns to advisors to promote sales of Calvert Foundation’s products and services • Answer inbound calls as needed to service callers marketing needs, answer questions, provide sales ideas, and fulfill requests for sales literature • Provide support for sales team • Provide sales ideas and marketing assistance to existing third party producers in order to increase their sales and maintain existing Calvert Foundation assets • Maintain salesforce.com database, sales tracking systems and other reporting with accurate and up-to-date information • Utilize e-wholesaling tools as appropriate to communicate with advisors and generate sales • Occasionally travels in territory to assist team with presentations, and/or provide conference booth coverage • Become knowledgeable and remain up-to-date with Calvert Foundation product information, financial market activities and investment industry trends • Coordinate with marketing to produce outreach and high touch events

Skills and Knowledge Required • Four year college degree required, preferably in finance, economics or marketing • Two to three years previous telephone sales experience preferred • Excellent oral and written communication skills • Ability to prepare and deliver sales presentations • Excellent interpersonal skills and teamwork abilities. • Must be self-motivated and results oriented • Financial and community investing knowledge preferred • Must be available for occasional travel • NASD Series 6 and 63 or Series 7 a plus • Experience with Microsoft Office, programming, and database systems preferred

How to Apply: Please email your resume and cover letter to jobs@calvertfoundation.org, with Business Development Officer in the subject line or mail to Calvert Foundation at 7315 Wisconsin Avenue, Bethesda, MD 20814 attn: Human Resources. No phone calls please

About Calvert Foundation: Calvert Foundation, a nonprofit 501©3, is an innovative industry leader in Community Investing, recently acclaimed by Fast Company as one of the Top Groups Changing the World in 2006, 2007 and 2008. Our work has been profiled in leading publications like the Financial Times, SmartMoney, the Washington Post, Business Week, Kiplinger’s and Fortune Magazine. Calvert Foundation provides investment capital to nonprofits that help people in disadvantaged communities work themselves out of poverty. Our mission is to maximize the flow of capital to communities in need, in order to foster a more equitable and sustainable society. Our capital finances affordable housing, micro-businesses and essential community services.

As of December 31, 2006, Calvert Foundation had assets of $144 million. In the organization’s 12-year history, Calvert Foundation has invested more than $130 million in over 225 institutions working in community development finance throughout the United States and abroad. Calvert Foundation offers an excellent benefit package that includes medical, dental, life, 401(k), transportation subsidy, and more. Calvert Foundation is legally a separate entity from Calvert Group, Ltd., the largest family of socially responsible mutual funds in the country.

Contact Info:
jobs@calvertfoundation.org