Retirement Services Relationship Development Officer
About The Position
The Retirement Services Relationship Development Officer develops new business within retirement services and meets annual standards and criteria for business growth. The role builds relationships with prospective retirement plan sponsors, referral partners, and industry professionals, and meets with prospects to discuss Frost’s services and the advantages of proper planning. It involves presenting retirement plan solutions, coordinating with internal teams to support client onboarding, and pursuing revenue, asset growth, and client acquisition goals. The position is expected to operate 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: 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.
- Conduct presentations and proposal meetings with prospective clients about 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, and vision insurance.
- 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.
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What This Job Offers
Job Type
Full-time
