Wealth Sales Coach & Team Leader

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

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.