Fixed Income Salesperson (Dallas)

SWBC Fixed Income Sales Position

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.

Why you'll love this role:

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.