Job DescriptionIt'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!
