Fixed Income Salesperson (Dallas)

SWBC

Dallas (TX)

On-site

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive overall compensation package

Work/life balance

Employee engagement activities

Career enhancement opportunities

401(k) retirement plans

Wellness Program

Job summary

SWBC is hiring for a fixed income sales position in Dallas, Texas. The ideal candidate will develop relationships with insurance companies and manage client accounts. Responsibilities include soliciting sales and preparing proposals for fixed-income inventory.

Candidates must have a Bachelor’s Degree in Finance and at least three years of relevant experience. The company offers a comprehensive benefits package including competitive compensation, work/life balance, and opportunities for career growth.

Qualifications

Minimum of three years of experience in fixed-income sales/trading.
Must possess Series7 and Series63 securities licenses.
Broad knowledge of financial institution securities market.

Responsibilities

Solicits and facilitates fixed income sales with institutional accounts.
Generates sales through consistent contact and visits.
Prepares proposals to sell fixed-income inventory.

Skills

Client engagement skills

Sales experience

Financial market knowledge

Communication skills

Time management

Microsoft Office proficiency

Education

Bachelor’s Degree in Finance or related field

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