Retirement Services Relationship Development Officer

Job DescriptionIt’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 groupMakes and documents outside calls on prospects, customers, and referral sourcesMeets with prospects to discuss Frost services and advantages of proper planning and obtains necessary informationMaintains a continuing relationship with existing customers and referral sources within the community to develop goodwill and develop additional businessEnsures that mailing lists are maintained and participates in the development of advertising strategies of servicesReports on all calls/sales madeParticipates in community activities and local business activities to enhance the image of the bankMonitors and maintains the appropriate referral reward program in designated areas of business development effortsAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you’ll need:Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experienceFINRA Series 7 & 63 licenses, or the ability to obtain within 90 daysProficient in Microsoft computer applicationsExcellent written and verbal communication skillsStrong organization skills and time management abilityAdditional Preferred Skills:3+ years investment related sales experience and client interaction experienceMaster's Degree in Business, Economics, or related disciplineOur 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 insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral 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.SummaryLocation: San Antonio, TX - Downtown; Austin, TX - Main OfficeType: Full time