Retirement Services Relationship Development Officer

Retirement Services Relationship Development OfficerIt'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 for our customers? If so, then the Retirement Services Relationship 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 Relationship 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 business growth. You will meet with prospects to discuss Frost services and advantages of proper planning and obtain necessary information. You are passionate about setting others up for financial success. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.What you'll do:Develop and maintain relationships with prospective retirement plan sponsors, referral partners, and industry professionals to drive business growthIdentify and pursue new sales opportunities through networking, referrals, centers of influence, and market outreach effortsConduct presentations and proposal meetings with prospective clients to demonstrate retirement plan solutions and services; including 401(k), 403(b), defined benefit, IRA, and non-qualified plansCollaborate with relationship managers, service teams, and other internal stakeholders to ensure a seamless client onboarding experienceMonitor industry trends, regulatory developments, and market opportunities to provide valuable insights and recommendationsManage sales pipelines, maintain accurate CRM records, and prepare reports, forecasts, and business development updates for leadershipDevelop and execute business development plans to achieve revenue, asset growth, and client acquisition goalsAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you'll need:Bachelor's degree in Business, Finance, Marketing, Economics, or a related field2+ years of retirement plan experienceFINRA Series 7 and 63 licenses, or the ability to obtain within 90 daysExcellent written and verbal communication skillsAbility to present to customersProficiency in Microsoft applicationsStrong organizational and time management skills with the ability to manage multiple priorities and deadlines effectivelyAdditional Preferred Skills:4+ years of retirement plan experienceRelated retirement plan designations: CRPS®, QKA®, AIF ®, CISP, CISKnowledge of Frost's retirement products and servicesOur 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.