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.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
