Bachelor's degree in finance, business, or related field; or equivalent experience
Active FINRA registrations: Series 7, Series 63, Series 24, and either Series 65 or 66 (Series 24 must be obtained within 120 days of hire)
Eligibility to supervise FINRA-registered representatives and maintain all required registrations in good standing
General Lines Agent License (Life, Accident, Health, and HMO Insurance) or ability to obtain within 120 days of hire
Proven track record of success in sales, preferably in financial services
Demonstrated ability to lead and develop a team with strengths in business development and relationship management
Excellent written and verbal communication skills
Proficiency in Microsoft applications
Responsibilities
Lead and manage a team of Wealth Advisors, coaching on sales techniques and client relationship strategies
Identify and pursue new business opportunities while cultivating relationships with clients and stakeholders
Stay informed on market trends and competitor activity to inform local strategy
Prepare and present sales performance updates and forecasts to regional leadership
Achieve and exceed local sales targets while maintaining high client service standards
Participate in community and professional networks to position Frost as a trusted partner
Act with Integrity, Caring, and Excellence to achieve all-win outcomes
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 Employee Assistance Program
Referral bonus program + more!
Full Job Description
Job Description
It's about investing in people, not accounts.
Are you known for your goal-oriented mindset and always thinking one step ahead? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Do you enjoy providing guidance to help others accomplish big projects? If so, being a Wealth Sales Coach with Frost could be for you.
Who you are:
As a Wealth Sales Coach, you will lead and manage a sales team, providing guidance and coaching to maximize performance. You will help bring value to the organization by identifying and targeting new business opportunities to drive revenue growth. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed. Our managers have a genuine care for people and consistently strive to lead with integrity, caring, and excellence.
What you'll do:
Lead and manage a team of Wealth Advisors, providing coaching on sales techniques, business development, and client relationship strategies to maximize individual and team performance
Identify and pursue new business opportunities while cultivating strong relationships with clients and local stakeholders to support revenue growth
Stay informed on market trends and competitor activity to inform local strategy and advisor development
Prepare and present sales performance updates and forecasts to regional leadership
Achieve and exceed local sales targets while maintaining a high standard of client service and profitability
Actively participate in community and professional networks, positioning Frost as a trusted partner and expanding influence across the region
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree in finance, business, or related field; or equivalent experience
Must maintain active FINRA registrations, including Series 7, Series 63, Series 24 (General Securities Principal), and either Series 65 or Series 66; candidates not currently holding the Series 24 must obtain it within 120 days of hire
Candidate must be eligible to supervise FINRA-registered representatives and investment adviser representatives and maintain all required registrations in good standing
General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire
Proven track record of success in sales, preferably within financial services or a related field
Demonstrated ability to lead and develop a team, with strengths in business development and relationship management
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Our 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 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 + more!
About Frost Bank
Frost Bank is a subsidiary of Cullen/Frost Bankers, Inc., a financial holding company, headquartered in San Antonio, Texas. The company provides a wide range of banking, investments, and insurance services to businesses and individuals in Texas. Frost Bank has over 130 branches across Texas and offers online banking services to its customers. The bank was founded in 1868 by Thomas Claiborne Frost and has been serving Texans for over 150 years.
