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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development within retirement services, leveraging strong communication and organizational skills to build relationships and drive new business. Proficient in investment-related sales and maintaining client interactions to enhance customer loyalty and satisfaction.
Highest-signal resume keywords
Business DevelopmentInvestment Related Sales ExperienceFINRA Series 7 & 63 LicensesMicrosoft Applications ProficiencyExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentInvestment Related SalesClient InteractionAdvertising StrategiesData Reporting
Soft Skills
Strong Organization SkillsTime ManagementIntegrityCaringExcellence
Tools & Technologies
Microsoft Applications
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 License
Industry Keywords
Retirement ServicesWealth AdvisorsReferral Reward ProgramCommunity EngagementCustomer Relationship Management
About the role
Key responsibilities & impact- Develop new business within retirement services and meet annual standards and criteria for New Business production
- Meet with prospects to discuss Frost services and the advantages of proper planning and obtain necessary information
- Initiate contacts to develop and book new business and work internal referrals to the appropriate Wealth Advisors group
- Make and document outside calls on prospects, customers, and referral sources
- Maintain continuing relationships with existing customers and referral sources to develop goodwill and additional business
- Maintain mailing lists and participate in developing advertising strategies for services
- Report on all calls and sales made
- Participate in community and local business activities to enhance the bank's image
- Monitor and maintain the appropriate referral reward program in designated business development areas
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
What you’ll need- Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience
- FINRA Series 7 & 63 licenses, or the ability to obtain within 90 days
- Proficient in Microsoft computer applications
- Excellent written and verbal communication skills
- Strong organization skills and time management ability
- 3+ years investment related sales experience and client interaction experience (preferred)
- Master's Degree in Business, Economics, or related discipline (preferred)
Benefits
Comp & perks- 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