Retirement Services Business Development Officer

14 hours ago

San Antonio, United States Frost Bank Full time
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.

Who you are:

As a Retirement Services Business 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 New Business production. You will meet with prospects to discuss Frost services with a focus on Retirement Plans, IRAs and Investment Management Agencies. You have opportunity to participate in community activities and local business activities to enhance the image of the bank. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What you'll do:
  • 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.
  • Performs all other duties as assigned.
What you'll need:
  • 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
  • Related retirement plan designations: CRPS®, QKA®, AIF ®
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


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. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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