Wealth Sales Coach

Frost • Dallas, TX

2d

About The Position

The Wealth Sales Coach leads and manages a team of Wealth Advisors, providing guidance and coaching to maximize individual and team performance. The role focuses on sales techniques, business development, client relationship strategies, identifying and pursuing new business opportunities, and growing revenue while maintaining client service and profitability. The coach monitors market trends and competitor activity, prepares sales updates and forecasts for regional leadership, and represents Frost in community and professional networks. The role calls for servant leadership and action guided by 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 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 sales success, preferably in 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.

Nice To Haves

• Sales experience in financial services or a related field.

Responsibilities

• Lead and manage a team of Wealth Advisors, coaching them on sales techniques, business development, and client relationship strategies.
• Identify and pursue new business opportunities and cultivate relationships with clients and local stakeholders to support revenue growth.
• Monitor 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 regional influence.
• 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
• Career Level: Manager