Strategic Fixed Income Sales & Client Relations

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 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.