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About the Role
The Retirement Services Business Development Officer role is about building relationships and developing new business within retirement services, meeting annual standards for New Business production. You will meet with prospects to discuss Frost services and the advantages of proper planning, while also participating in community activities to enhance the bank's image. This role emphasizes integrity, caring, and excellence.
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
Skills
- Investment related sales experience
- Client interaction experience
Location
- Texas
Work Type
- Full-time
Experience Level
- 5+ years related experience
- 3+ years investment related sales experience and client interaction experience
Education Level
- Bachelor's Degree in Business, Economics, or related discipline
- Master's Degree in Business, Economics, or related discipline
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program
About the Company
- Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
- At Frost, it’s about being part of something bigger.