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Retirement Services Business Development Officer

External
frostbank logoFrostbank · San Antonio, TX
Full-timeOn-site4d ago
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Responsibilities

  • Initiates contacts for developing and booking new business and works internal referrals to the appropriate Wealth Advisors group
  • Makes and documents outside calls on prospects, customers, and referral sources
  • Meets with prospects to discuss Frost services and advantages of proper planning and obtains necessary information
  • Maintains a continuing relationship with existing customers and referral sources within the community to develop goodwill and develop additional business
  • Ensures that mailing lists are maintained and participates in the development of advertising strategies of services
  • Reports on all calls/sales made
  • Participates in community activities and local business activities to enhance the image of the bank
  • Monitors and maintains the appropriate referral reward program in designated areas of business development efforts
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience
  • FINRA Series 7 & 63 licenses, or the ability to obtain within 90 days
  • Proficient in Microsoft computer applications
  • Excellent written and verbal communication skills
  • Strong organization skills and time management ability
  • Additional Preferred Skills:
  • 3+ years investment related sales experience and client interaction experience
  • Master's Degree in Business, Economics, or related discipline

Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Performance bonus

Additional Information

Job Description It's about names, not numbers. Do you consider yourself to be a self-starter? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Retirement Services Business Development Officer role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.

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