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.
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.
