Public Entity Financial Services Sales
PrimeLending, A PlainsCapital Company, Orlando, Florida, us, 32885
Description
HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Orlando, Florida. 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 communication 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.
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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 communication 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.
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