Wealth Sales Coach

Frost Brokerage Services, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Holiday and paid time off

Job summary

Frost Brokerage Services, Inc. in Texas seeks a Wealth Sales Coach to lead a team of Wealth Advisors, coach on sales techniques, build client relationships, and drive revenue growth while upholding Frost's integrity and service standards.

You will pursue new business opportunities, stay informed on market trends, present performance updates to regional leadership, meet local targets, and participate in community networks to expand Frost's footprint.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• FINRA licenses required (Series 7, 63, 24) or ability to obtain within 120 days.
• Life/Health/HMO license or ability to obtain within 120 days.
• Proven track record in sales, preferably financial services.
• Strong leadership and team development skills.

Responsibilities

• Lead and manage a Wealth Advisors team; coach on sales techniques and client strategies.
• Identify and pursue new business opportunities to drive revenue growth.
• Stay informed on market trends and competitor activity.
• Prepare and present sales performance updates to regional leadership.
• Meet and exceed local sales targets while maintaining client service standards.
• Engage in community networks to expand Frost’s regional presence.

Skills

Leadership

Sales coaching

Client relationship management

Strategic thinking

Communication skills

Market awareness

Education

Bachelor’s degree in finance or related field

FINRA Series 7, 63, 24 licenses (or ability to obtain)

Life/Health/Annuity license or ability to obtain

Tools

Microsoft Office

CRM software (e.g., Salesforce)

Job description

Job Description 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.

Who you are:

As a Wealth Sales Coach, you will lead and manage a sales team, providing guidance and coaching to maximize performance. You will help bring value to the organization by identifying and targeting new business opportunities to drive revenue growth. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed. Our managers have a genuine care for people and consistently strive to lead with integrity, caring, and excellence.

What you’ll do:

• 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

What you’ll need:

• 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

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.

Our Most Important Relationship Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to Forbes magazine's list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.

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