Retirement Services Business Development Officer
At a glance
Mid-level Business Development role at Frostbank. San Antonio · full-time · no salary stated · we estimate $94,018–$155,000 across the United States.
Frostbank has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Build retirement-services business by contacting prospects, booking new opportunities, and routing internal referrals to Wealth Advisors
- Visit prospects, customers, and referral sources, recording each outside call and sales activity
- Explain Frost services and planning benefits to prospects while gathering the information needed for follow-up
- Stay connected with existing customers and community referral sources to generate goodwill and additional business
- Maintain mailing lists, support service advertising plans, and oversee the referral reward program in assigned areas
What you bring
- A business, economics, or related degree, or more than five years of related experience
- Series 7 and 63 licenses, or the ability to secure both within ninety days
- Proficiency with Microsoft computer applications and strong written and spoken communication
- Strong organization and time-management skills
Who this fits
This role suits a self-directed relationship builder who wants to develop retirement-services business through prospect meetings, customer contact, and community involvement. Integrity, caring, and excellence are stated expectations for how you work. The role also favors applicants with investment sales and client-interaction experience, though those qualifications are listed as preferred.
From the employer
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 and advantages of proper planning and obtains necessary information. 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
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
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
Master's Degree in Business, Economics, or related discipline
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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