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Hilltop Securities Inc. · 1 day ago

Public Entity Financial Services Sales

Dallas, TX, United States

Full-time

Onsite

Mid Level

HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Dallas Texas. The role is responsible for distributing asset management products and services to government entities and increasing participation from current clients.

BankingFinanceFinancial Services

Responsibilities

Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours)

Maintaining relationships with existing clients to retain and grow their business with the firm

Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events

Travel to meet with prospective and existing participants – at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month)

Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products

Working with existing clients to expand their participation in the investment pools or other HTS products

Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives

Prepare weekly status reports for their territory for Department Manager

File personal expense reports

Other functions as needed

Qualification

FINRA License Series 7Sales experienceFinancial services knowledgeMicrosoft Office SuiteSalesforce knowledgePrioritize tasksCommunication skillsTeam-oriented