Retirement Services Relationship Development Officer

Job Description It’s about names, not numbers. Do you consider yourself to be a self-starter? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities for our customers?

At Frost, it’s about more than a job.

As a Retirement Services Relationship Development Officer, it’s all about building relationships.

About Frostbank

• 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 financial services.
• Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
• Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
• At Frost, it’s about being part of something bigger.
• If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Responsibilities

• If so, then the Retirement Services Relationship Development Officer role might be for you!
• You are responsible for developing new business within retirement services and meeting annual standards and criteria for business growth.
• You will meet with prospects to discuss Frost services and advantages of proper planning and obtain necessary information.
• 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 valuable 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
• Always take action using
• Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

• You are passionate about setting others up for financial success.
• More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
• Bachelor's degree in Business, Finance, Marketing, Economics, or a related field 2+ years of retirement plan experience FINRA Series 7 and 63 licenses, or the ability to obtain within 90 days
• Excellent written and verbal communication skills
• Ability to present to customers
• Proficiency in Microsoft applications
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines effectively

Preferred

• 4+ years of retirement plan experience

Benefits

• CRPS®, QKA®, AIF ®, CISP, CIS Knowledge of Frost’s retirement products and services
• At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
• 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 + more!