Wealth Sales Coach

Frost Bank•Dallas, TX

About The Position

As a Wealth Sales Coach at Frost, you will lead and manage a team of Wealth Advisors, coaching them to maximize performance and helping identify new business opportunities that drive revenue growth. You will support advisors’ sales, business development, and client relationship strategies while cultivating relationships with clients and local stakeholders. The role also involves tracking market and competitor activity, reporting sales performance and forecasts to regional leadership, and achieving local sales targets while maintaining client service and profitability. You will represent Frost in community and professional networks and lead with integrity, caring, and excellence.

Requirements

Bachelor’s degree in finance, business, or a related field, or equivalent experience.
Maintain active FINRA registrations, including Series 7, Series 63, Series 24 (General Securities Principal), and either Series 65 or Series 66.
Candidates who do not currently hold the Series 24 must obtain it within 120 days of hire.
Be eligible to supervise FINRA-registered representatives and investment adviser representatives, and maintain all required registrations in good standing.
Hold a General Lines Agent License for Life, Accident, Health, and HMO Insurance, or be able to obtain it within 120 days of hire.
Proven track record of success in sales, preferably within financial services or a related field.
Demonstrated ability to lead and develop a team, with strengths in business development and relationship management.
Excellent written and verbal communication skills.
Proficiency in Microsoft computer applications.

Responsibilities

Lead and manage a team of Wealth Advisors, coaching them on sales techniques, business development, and client relationship strategies to maximize individual and team performance.
Identify and pursue new business opportunities and cultivate relationships with clients and local stakeholders to support revenue growth.
Stay informed about market trends and competitor activity to inform local strategy and advisor development.
Prepare and present sales performance updates and forecasts to regional leadership.
Achieve and exceed local sales targets while maintaining high standards of client service and profitability.
Participate in community and professional networks to position Frost as a trusted partner and expand its influence across the region.
Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.