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Fixed Income Salesperson

Fixed Income Salesperson

SWBCSan Antonio, TX, US
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Talented Individual Needed for Fixed Income Sales

SWBC is seeking a talented individual to establish relationships with insurance companies, institutional accounts, and separately managed accounts (SMAs). The ideal candidate will have a proven track record in fixed income sales and a deep understanding of the financial services market.

In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.

Essential duties include the following :

  • Solicits and facilitates fixed income sales with institutional, middle market accounts, credit unions, and banks.
  • Generates sales to existing customer base and develop new prospects through consistent telephone contact and in-person visits.
  • Prepares proposals to sell fixed income inventory and cross-sell relationships with existing accounts.
  • Attends and present at industry conferences and events to deepen client relationships and expand the client base.
  • Collaborates with the trading desk to provide clients with the best possible solutions and market insights.
  • Maintains and grows franchise relationships with clients, focusing on dollar block products and USD products.
  • Actively engages with clients to keep informed of market and competitor activities.
  • Develops new products and clients as appropriate.
  • Ensures accurate data reporting and review daily material client revenues.

Serious candidates will possess the minimum qualifications :

  • Bachelor's Degree in Finance, Financial Management, or a related field.
  • Minimum of three (3) years of experience in fixed income sales / trading.
  • Possess and maintain all applicable securities licenses (Series 7 and Series 63).
  • Broad knowledge of the financial institution securities market and investment vehicles.
  • Strong understanding of financial institution lending and service operations.
  • Proven abilities in consulting with clients utilizing influencing and client engagement skills.
  • Excellent interpersonal, communication, and organizational skills.
  • Strong time management skills to balance all components of the sales process from prospecting leads to post-sale follow-up and reporting.
  • Proficiency in Microsoft Office products, including Word and Excel.
  • Ability to travel nationally and locally as required.
  • SWBC offers :

  • Competitive overall compensation package
  • Work / Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program
  • Based upon employee eligibility
  • Additional Information :

    SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    Please note, SWBC does not hire tobacco users as allowed by law.

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    Fixed Income Salesperson • San Antonio, TX, US

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