Fixed Income Salesperson (San Antonio)
On-siteSan Antonio, Texas, United States
Job Summary
Fixed Income Salesperson responsible for soliciting and facilitating fixed income sales with institutional and middle-market accounts (including credit unions and banks), generating sales from existing clients and developing new prospects through telephone and in-person visits, preparing proposals to sell fixed income inventory, cross-selling relationships, and presenting at industry conferences to deepen client relationships. Collaborates with the trading desk to provide clients with best-in-class solutions and market insights, maintains franchise relationships focusing on USD products, stays informed on market/competitor activity, develops new products/clients as appropriate, and ensures accurate data reporting and daily revenue reviews.
Required 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
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