Fixed Income Salesperson (Austin)

SWBC; Austin (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive overall compensation

Work/life balance

Leadership Academy and Mentor Program

Variety of healthcare coverage options

401(k) retirement plans

Job summary

SWBC is looking for a talented individual to excel in fixed income sales in Austin, Texas. You will be responsible for establishing strong relationships with insurance companies and financial institutions while maintaining and growing existing accounts.

The ideal candidate has at least three years of experience in fixed income sales, holds necessary securities licenses, and exhibits strong communication and interpersonal skills. SWBC offers a competitive compensation package and various employee benefits.

Qualifications

• Minimum of three years of experience in fixed-income sales/trading.
• Possess and maintain all applicable securities licenses (Series7 and Series63).
• Strong understanding of financial institution services.

Responsibilities

• Solicits and facilitates fixed income sales with various accounts.
• Generates sales and develops new prospects through contact.
• Attends industry conferences to expand client base.

Skills

Fixed income sales

Client engagement

Interpersonal skills

Time management

Microsoft Office proficiency

Education

Bachelor’s Degree in Finance or related field

Tools

Microsoft Word

Microsoft Excel

Job description

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.