Public Entity Financial Services Sales

About the role

HilltopSecurities is seeking a Public Entity Financial Services Sales Representative for its Public Finance team in Dallas, Texas. This position involves selling the firm’s suite of asset management products and other services to various government entities.

Responsibilities

• Solicit participation from prospective entities and grow business with current government clients within a specific territory through personal visits and phone calls.
• Maintain relationships with existing clients to retain and grow their business with the firm.
• Represent the department at participant organization conferences by staffing exhibit booths and attending other conference events.
• Travel to meet with prospective and existing participants – at least 50% of the time, with much of it being day travel. Overnight travel is required for out-of-town clients or conferences (typically 4-8 nights per month).
• Work with prospective clients to obtain enrollment documents for participating in investment pools or other HTS products.
• Work with existing clients to expand their participation in investment pools or other HTS products.
• Utilize a combination of phone, email, in-person, and virtual visits, as well as conferences, to meet or exceed established sales goals, quotas, targets, and objectives.
• Prepare weekly status reports for the Department Manager.
• File personal expense reports.
• Perform other functions as needed.

Qualifications

• Bachelor's degree or equivalent work experience.
• Minimum of 5 years' experience working in a specific sales territory with travel involved.
• FINRA License Series 7, 66, and 52 REQUIRED for the role. Candidate should possess two of the three licenses upon hire and must obtain the third 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 capable of prioritizing multiple tasks while meeting deadlines.
• Strong communications skills, both oral (including presenting to groups) and written, with 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 includes PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has stood 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 ranks second in municipal advisories in the country. Our team of over 200 professionals develops 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 various sectors such as toll roads, airports, hotels, higher education, health care, and more, including public-private partnerships. You are responsible for analyzing and structuring 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 improve the lives of those around us, starting with those who trust us to move our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.