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Retirement Services Business Development Officer

2 months ago

San Antonio, Texas, United States Frost Bank Full time
About the Role:

Frost Bank is seeking a highly motivated and experienced Business Development Officer to join our team. As a key member of our organization, you will be responsible for developing new business within retirement services and meeting annual standards and criteria for New Business production.

Key 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.
  • Performs all other duties as assigned.
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
Preferred Skills:
  • 3+ years investment related sales experience and client interaction experience
  • Related retirement plan designations: CRPS, QKA, AIF
About Frost:

Frost Bank 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.

Our 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 + more