13 часов назад
Fixed Income Salesperson (Austin)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Fixed Income Salesperson (Austin) (Financial Services): Establishing and expanding fixed income sales relationships with insurance companies, institutional accounts, banks, credit unions, and separately managed accounts with an accent on client development, dollar block products, and USD products. Focus on preparing inventory proposals, collaborating with the trading desk, developing new products and clients, and maintaining accurate revenue reporting.
Location: Austin, TX, United States; onsite, full-time
Company
operates in financial services and provides products and solutions for institutional and financial institution clients.
What you will do
- Solicit and facilitate fixed income sales to institutional, middle-market, credit union, and banking accounts.
- Generate sales from existing customers and develop new prospects through telephone contact, in-person visits, conferences, and industry events.
- Prepare proposals for fixed income inventory sales and cross-sell products to existing accounts.
- Collaborate with the trading desk to provide client solutions and market insights.
- Maintain and grow client franchise relationships, focusing on dollar block and USD products.
- Develop new products and clients while ensuring accurate data reporting and daily review of material client revenues.
Requirements
- Bachelor’s degree in Finance, Financial Management, or a related field.
- At least three years of experience in fixed income sales or trading.
- Active Series 7 and Series 63 securities licenses.
- Broad knowledge of the financial institution securities market and investment vehicles.
- Strong client consulting, influencing, communication, organization, and time-management skills.
- Proficiency in Microsoft Word and Excel, with the ability to travel nationally and locally as required.
Culture & Benefits
- Competitive overall compensation package and work-life balance.
- Healthcare coverage options and traditional and Roth 401(k) retirement plans.
- Leadership Academy, mentor program, continuing education, and career certification opportunities.
- Employee engagement activities, recognition awards, years-of-service awards, and career growth opportunities.
- Wellness program.
- Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.
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