Fixed Income Salesperson (Austin)
SWBC
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. Responsibilities Solicits and facilitates fixed income sales with institutional, middle‑market accounts, credit unions, and banks. Generates sales to the existing customer base and develops 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 presents 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 reviews daily material client revenues. 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 (Series7 and Series63). 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. Proficiency in Microsoft Office products, including Word and Excel. Ability to travel nationally and locally as required. Benefits 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 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. #J-18808-Ljbffr SWBC
- ...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...SuggestedWork at office
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$100k - $150k
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