Wealth Sales Coach - Lead & Develop Advisors

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

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.