Talent.com
Fixed Income Salesperson

Fixed Income Salesperson

SWBCSan Antonio, TX, US
30+ days ago
Job type
  • Full-time
Job description

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.

    Create a job alert for this search

    Fixed Income Salesperson • San Antonio, TX, US

    Related jobs
    • Promoted
    Get Paid to Test Products at Home – Flexible Hours, Weekly Pay

    Get Paid to Test Products at Home – Flexible Hours, Weekly Pay

    OCPAPoteet, Texas, us
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderPoteet, TX
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 3 days ago
    • Promoted
    Construction Equipment Sales Representative

    Construction Equipment Sales Representative

    Central Power Systems & ServicesSan Antonio, TX, United States
    Full-time
    Position Title : Construction Equipment Sales Representative.Central Power Systems & Services is a privately held company with deep roots going back to 1954. Our Mission Statement isforging long-last...Show moreLast updated: 19 days ago
    • Promoted
    Sales Representative (Remote)

    Sales Representative (Remote)

    American Income LifeHelotes, TX, US
    Remote
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago
    • Promoted
    In-Home Product Tester – No Fees, No Experience, $25-$45 / hr

    In-Home Product Tester – No Fees, No Experience, $25-$45 / hr

    OCPACharlotte, Texas, us
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Product Tester – $45 / hr + Free Products – Start Now!

    Remote Product Tester – $45 / hr + Free Products – Start Now!

    OCPAStockdale, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Part Time - Work from Home - Online Product Tester - No experience ($25-$45 per hour)

    Part Time - Work from Home - Online Product Tester - No experience ($25-$45 per hour)

    OCPAPoteet, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    OCPAStockdale, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Work From Home Product Tester – $25-$45 / hr – No Experience Needed

    Work From Home Product Tester – $25-$45 / hr – No Experience Needed

    OCPAStockdale, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Industrial Investment Sales Agent

    Industrial Investment Sales Agent

    Marcus & MillichapSan Antonio, TX, US
    Full-time
    Industrial Investment Sales Agent.Marcus & Millichap's San Antonio office is seeking a driven, entrepreneurial and capable sales professional to join our industrial investment sales team.We maintai...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative

    Sales Representative

    Power Home RemodelingNew Braunfels, TX, US
    Full-time
    Power is where hustle meets purpose.It’s where leadership opportunities, life-enhancing benefits, and award-winning culture come together. Why? Because our people are our most important asset....Show moreLast updated: 2 days ago
    • Promoted
    Online Survey Taker. Earn up to $25 per survey. - Remote

    Online Survey Taker. Earn up to $25 per survey. - Remote

    Earn HausPoth, Texas, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border ProtectionLeming, Texas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 2 days ago
    • Promoted
    Hiring Now - Work from Home - No Experience

    Hiring Now - Work from Home - No Experience

    OCPACharlotte, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Product Tester (Work From Home) – Keep Free Products + Weekly Pay

    Product Tester (Work From Home) – Keep Free Products + Weekly Pay

    OCPAPoteet, Texas, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Client Management Consultant

    Wealth Client Management Consultant

    CAPTRUSTBoerne, TX, US
    Full-time
    Wealth Client Management Consultant.CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships....Show moreLast updated: 30+ days ago
    • Promoted
    Store Assistant, Full Time

    Store Assistant, Full Time

    Circle KPleasanton, TX, US
    Full-time
    We want you to join our team as an Assistant Manager.If you have the desire to be challenged, work in a fast-paced, fun environment and create a career in management look no further.As an assistan...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Experience Associate II

    Customer Experience Associate II

    Conduent State & Local Solutions, IncLa Vernia, TX, US
    Full-time
    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clien...Show moreLast updated: 2 days ago