Fixed Income Salesperson (San Antonio)

SWBC; United States; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Work/life balance

Career enhancement opportunities

Healthcare coverage options

401(k) retirement plans

Job summary

SWBC is seeking a talented individual to build relationships with insurance companies and institutional accounts within fixed income sales. The ideal candidate should have a Bachelor's Degree in Finance and a solid understanding of the financial services market.

Responsibilities include facilitating sales with institutional clients, generating new prospects, and attending industry conferences. The role offers a variety of benefits aimed at employee engagement and career growth, including a competitive compensation package and a range of healthcare options.

Qualifications

• 3+ years of experience in fixed-income sales/trading.
• Applicable securities licenses (Series 7 and Series 63) required.
• Broad knowledge of the financial institution securities market.

Responsibilities

• Facilitates fixed income sales with institutional and middle-market accounts.
• Generates sales to existing customers and develops new prospects.
• Attends industry conferences and deepens client relationships.

Skills

Fixed income sales

Client engagement

Interpersonal skills

Communication skills

Microsoft Office proficiency

Time-management skills

Education

Bachelor’s Degree in Finance or related field

Tools

Microsoft Excel

Microsoft Word

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.