Job description
Job Summary:
Hilltop Securities is looking to hire a Regional Sale Representative on our Public Finance team in our Dallas, Texas headquarters. The Regional Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory.
Essential Functions:
- 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 pools or other HTS products
- Working with existing clients to expand their participation in the pools
- Tracking sales activity in Salesforce database to meet required weekly quotas
- Prepare weekly status reports for their territory for Department Manager
- File personal expense reports
- Other functions as needed.
- A proven background in sales is required and a history of sales success by phone is a significant plus since at least 50-60% of contacts are made by phone.
- Experience in working a specific sales territory with travel involved is beneficial.
- Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired
- Must possess a Series 7 and 66 FINRA license or be able to obtain any necessary licensing within 90 days of hire. Additional licensing may be required
- Accustomed to working in a fast-paced, team oriented environment but have the ability to handle their direct responsibilities independently and prioritize multiple tasks while meeting deadlines.
- Must be able to meet production quotas with minimal supervision
- Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization.
- Computer skills required include Microsoft Outlook, Word, Excel, PowerPoint and Salesforce.
At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
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