Wealth Sales Coach

Frost Bank • Houston, TX

3d • Onsite

About The Position

It’s about investing in people, not accounts. Are you known for your goal-oriented mindset and always thinking one step ahead? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Do you enjoy providing guidance to help others accomplish big projects? If so, being a Wealth Sales Coach with Frost could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Requirements

• Bachelor’s degree in finance, business, or related field; or equivalent experience
• Must maintain active FINRA registrations, including Series 7, Series 63, Series 24 (General Securities Principal), and either Series 65 or Series 66; candidates not currently holding the Series 24 must obtain it within 120 days of hire
• Candidate must be eligible to supervise FINRA-registered representatives and investment adviser representatives and maintain all required registrations in good standing
• General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain 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

Nice To Haves

• Servant leadership mindset and passion for people
• Not afraid to answer questions and provide guidance to staff, escalating issues as needed
• Genuine care for people and consistently strive to lead with integrity, caring, and excellence

Responsibilities

• Lead and manage a team of Wealth Advisors, providing coaching on sales techniques, business development, and client relationship strategies to maximize individual and team performance
• Identify and pursue new business opportunities while cultivating strong relationships with clients and local stakeholders to support revenue growth
• Stay informed on 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 a high standard of client service and profitability
• Actively participate in community and professional networks, positioning Frost as a trusted partner and expanding influence across the region
• Always 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
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager