Fixed Income Salesperson (San Antonio)
Core
Establishing relationships with insurance companies, institutional accounts, and separately managed accounts (SMAs) to sell fixed income products.
Role type
Fixed Income Salesperson
Builds
Fixed income inventory and cross-sell relationships for institutional, middle market, credit union, and bank clients.
Domain
Financial Services / Fixed Income
Deliverable
client delivery
Required skills
Fixed income sales, institutional account management, proposal preparation, industry conference presentation, trading desk collaboration, franchise relationship management, market intelligence gathering, new product and client development, data reporting
Preferred skills
None stated
Technologies
Microsoft Office (Word, Excel)
Responsibilities
Solicit and facilitate fixed income sales with institutional and middle market accounts; generate sales to existing and new prospects via telephone and in-person visits; prepare proposals to sell fixed income inventory; attend and present at industry conferences; collaborate with the trading desk; maintain and grow franchise relationships; engage with clients on market activities; develop new products and clients; ensure accurate data reporting.
Seniority
Mid-level, hands-on IC
