Retirement Services Business Development Officer

Frost (Cullen/Frost Bankers) • San Antonio, TX

267d

About The Position

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.

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

Nice To Haves

• 3+ years investment related sales experience and client interaction experience
• Related retirement plan designations: CRPS, QKA, AIF

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.

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees