Retirement Services Relationship Development Officer

Frost Bank • Austin, TX

5d

About The Position

The Retirement Services Relationship Development Officer develops new business within retirement services and meets annual business growth standards. The role involves meeting with prospects to discuss Frost’s services and the advantages of proper planning, building relationships with prospective retirement plan sponsors and referral partners, and helping clients achieve financial success. The officer works with internal teams to support a seamless client onboarding experience and pursues business growth with integrity, caring, and excellence.

Requirements

• Bachelor's degree in Business, Finance, Marketing, Economics, or a related field.
• At least 2 years of retirement plan experience.
• FINRA Series 7 and 63 licenses, or the ability to obtain them within 90 days.
• Excellent written and verbal communication skills.
• Ability to present to customers.
• Proficiency in Microsoft applications.
• Strong organizational and time management skills, including the ability to manage multiple priorities and deadlines effectively.

Nice To Haves

• At least 4 years of retirement plan experience.
• Related retirement plan designations, such as CRPS®, QKA®, AIF®, CISP, or CIS.
• Knowledge of Frost’s retirement products and services.

Responsibilities

• Develop and maintain relationships with prospective retirement plan sponsors, referral partners, and industry professionals to drive business growth.
• Identify and pursue new sales opportunities through networking, referrals, centers of influence, and market outreach efforts.
• Conduct 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 plans.
• Collaborate with relationship managers, service teams, and other internal stakeholders to ensure a seamless client onboarding experience.
• Monitor industry trends, regulatory developments, and market opportunities to provide insights and recommendations.
• Manage sales pipelines, maintain accurate CRM records, and prepare reports, forecasts, and business development updates for leadership.
• Develop and execute business development plans to achieve revenue, asset growth, and client acquisition goals.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time