Wealth Sales Coach

Frost Bank; Post Oak (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Job summary

Frost Bank in Texas is seeking a Wealth Sales Coach to manage a team of Wealth Advisors. You will drive performance through coaching, identify business opportunities, and enhance client relations.

Ideal candidates have a Bachelor's degree in finance or business and a solid sales background, preferably in financial services. This role comes with benefits such as medical insurance and a 401(k) matching program, reflecting Frost’s commitment to employee welfare.

Qualifications

• Proven track record of success in sales, preferably within financial services.
• Ability to lead and develop a team.
• Proficiency in communication skills.

Responsibilities

• Lead and manage a team of Wealth Advisors to maximize performance.
• Identify and pursue new business opportunities for revenue growth.
• Present sales performance updates and forecasts to leadership.

Skills

Sales techniques

Business development

Client relationship strategies

Communication skills

Leadership

Education

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

Tools

Microsoft applications

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
• FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses; or ability to obtain within 120 days of hire
• 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

• 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

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.