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About the Role
As a Retirement Services Relationship Development Officer, it’s all about building relationships. You are responsible for developing new business within retirement services and meeting annual standards and criteria for business growth. You will meet with prospects to discuss Frost services and advantages of proper planning and obtain necessary information. You are passionate about setting others up for financial success. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
Responsibilities
- Develop and maintain relationships with prospective retirement plan sponsors, referral partners, and industry professionals to drive business growth
- Identify and pursue new sales opportunities through networking, referrals, centers of influence, and market outreach efforts
- Conduct presentations and proposal meetings with prospective clients to demonstrate retirement plan solutions and services; including 401(k), 403(b), defined benefit, IRA, and non-qualified plans
- Collaborate with relationship managers, service teams, and other internal stakeholders to ensure a seamless client onboarding experience
- Monitor industry trends, regulatory developments, and market opportunities to provide valuable insights and recommendations
- Manage sales pipelines, maintain accurate CRM records, and prepare reports, forecasts, and business development updates for leadership
- Develop and execute business development plans to achieve revenue, asset growth, and client acquisition goals
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor's degree in Business, Finance, Marketing, Economics, or a related field
- 2+ years of retirement plan experience
- FINRA Series 7 and 63 licenses, or the ability to obtain within 90 days
- Excellent written and verbal communication skills
- Ability to present to customers
- Proficiency in Microsoft applications
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines effectively
Skills
- 4+ years of retirement plan experience
- Related retirement plan designations: CRPS®, QKA®, AIF ®, CISP, CIS
- Knowledge of Frost’s retirement products and services
Location
- Texas
Work Type
- Full-time
Experience Level
- 2+ years of retirement plan experience
- 4+ years of retirement plan experience
Education Level
- Bachelor's degree in Business, Finance, Marketing, Economics, or a related field
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.