FIA Business Development Specialist

Frost; San Antonio (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401(k) matching

Paid holidays & PTO

Tuition reimbursement

Employee wellness programs

Referral bonus

Job summary

Frost Insurance Agency in Texas is seeking a Business Development Specialist to manage communications and marketing campaigns, support producers in business development, and help the team grow through collaboration and integrity.

You will maintain Salesforce and Zywave, analyze sales metrics, coordinate client and prospect events, develop marketing materials, and provide sales-enablement support to ensure accurate data and effective partnerships.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2+ years in B2B sales, business development, or related fields.
• Excellent written and verbal communication skills.
• Strong organizational and project coordination abilities.
• Proficiency with Microsoft Office applications and CRM tools.

Responsibilities

• Manage communications and marketing campaigns to support producers in business development.
• Maintain Salesforce, Zywave, and related sales enablement systems for data accuracy and reporting.
• Coordinate referral opportunities with business partners and internal teams.
• Analyze sales metrics and prepare reports to inform business development efforts.
• Plan and coordinate client and prospect engagement events.
• Develop customer-facing presentations and sales materials.
• Provide user support for sales enablement tools and processes.

Skills

Communication

Organization

MS Office

B2B Sales Support

CRM Knowledge

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Zywave

Job description

Job Description

It’s about creating something inspiring.

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you believe relationships are the heart of business? Are you passionate about working with others and enjoy a collaborative environment? If so, being a Business Development Specialist with Frost Insurance Agency 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 financial services.

Who you are:

As a Business Development Specialist with Frost Insurance Agency, you will manage multiple types of communications and marketing campaigns to assist producers in business development. You enjoy helping others and believe it takes a team to achieve success. You have a keen attention to detail and have the ability to manage multiple projects at a time. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind.

What you’ll do :

• Support producers through pipeline management, prospect tracking, and business development activities
• Maintain Salesforce, Zywave, and related sales enablement systems to ensure accurate data and reporting
• Coordinate referral opportunities with Commercial Lending and other business partners
• Analyze sales metrics and prepare reports that support business development efforts
• Plan and coordinate client and prospect engagement events
• Develop and maintain customer-facing presentations, marketing materials, and sales resources
• Provide support to internal users on sales enablement systems, processes, and tools
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor’s degree; or equivalent experience
• 2+ years of experience supporting business-to-business (B2B) sales, business development, relationship management, sales operations, or marketing functions
• Excellent written and verbal communication skills
• Strong organizational and project coordination skills
• Proficiency with Microsoft Office applications

Additional Preferred Skills :

• Experience with Salesforce, Zywave, or similar CRM and sales enablement platforms
• Knowledge of commercial banking, insurance brokerage, or professional services industries
• Experience coordinating marketing campaigns, sales initiatives, or client events
• Understanding of pipeline management, prospecting, and sales analytics

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• 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!

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.