HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Orlando, FL. The Public Entity Finance Services 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.
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.
Qualifications
Bachelor's degree or equivalent work experience
FINRA License Series 7 is required. Series 66 is highly desiredor able to obtain within 90 days of hire.
Demonstrated success in financial services/products sales.
Experience in working a specific sales territory with travel involved
Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired
Accustomed to working in a fast-paced, team-oriented environment and have the ability to 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.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required
About Us
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.
About The Team
With 75 years in the financial industry, HilltopSecurities' Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities' Public Finance department, you have the opportunity to support public entities' financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.