Public Entity Financial Services Sales

Reposted 8 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Sell asset management products and services to cities, school districts, counties, and other government entities within an assigned territory. Build and maintain client relationships, solicit participation, obtain enrollment documents, and expand client participation. Conduct phone, email, in-person and virtual outreach, attend board meetings and conferences, meet sales quotas, prepare weekly status and expense reports, and travel frequently (approximately 50% of time, including 4–8 overnight nights per month).
Summary Generated by Built In

HilltopSecurities is looking to hire a Public Entity Financial Services Sales Representative for our Public Finance team in Dallas Texas. 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
  • Minimum of 5 years' experience working in a specific sales territory with travel involved
  • FINRA License Series 7, 66 and 52 are REQUIRED for the role. Candidate should possess two of the three licenses upon hire and would be required to obtain the third license 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 UsAt 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 TeamWith 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.

Skills Required

  • Bachelor's degree or equivalent work experience
  • Minimum of 5 years' experience working in a specific sales territory with travel involved
  • FINRA Series 7, 66 and 52 required (candidate should possess two of three upon hire and obtain the third within 90 days)
  • Demonstrated success in financial services/products sales
  • Knowledge and sales experience in banking, financial services or fixed income investments
  • Accustomed to working in a fast-paced, team-oriented environment and ability to prioritize multiple tasks while meeting deadlines
  • Must be able to meet production quotas with minimal supervision
  • Strong oral and written communication skills, including presenting to groups
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Knowledge of Salesforce
  • Willingness and ability to travel at least 50% of the time, including overnight travel (typically 4-8 nights per month)
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The Company
HQ: Dallas, Texas
2,577 Employees
Year Founded: 1986

What We Do

Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.

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