Wealth Sales Coach

Frost; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost in Dallas is seeking a Wealth Sales Coach to lead a team of Wealth Advisors, coaching on sales techniques, business development, and client relationship strategies to maximize performance.

The role requires FINRA licenses, a finance/business degree, and a track record in sales within financial services. You’ll help identify opportunities, stay ahead of market trends, and align with Frost’s values of integrity, care, and excellence.

Qualifications

• Bachelor’s degree in finance, business, or related field; or equivalent experience.
• Must maintain active FINRA registrations (Series 7, Series 63, Series 24; and either Series 65 or Series 66).
• 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 Office.

Responsibilities

• Lead and manage a team of Wealth Advisors with 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.

Skills

Leadership

Sales experience

Communication skills

Team management

Customer relationship management

Education

Bachelor’s degree in finance, business, or related field

Tools

Microsoft Office

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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.