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Fixed Income Salesperson; Austin
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-27
Listing for:
SWBC
Full Time
position Listed on 2026-06-27
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
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.
- 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 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.
- Proficiency in Microsoft Office products, including Word and Excel.
- Ability to travel nationally and locally as required.
- 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
SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.
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