A Wealth Sales Coach leads and manages a sales team of Wealth Advisors, providing coaching on sales techniques and identifying business opportunities to drive revenue growth.
Responsibilities
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
Requirements
Bachelor’s degree in finance, business, or related field
Customer care technician works in a biomedical laboratory and manufacturing facility performing a variety of environmental service duties to support our customers by caring for the offices and common areas as well as supporting the maintenance and sterility of the laboratories, equipment, storage areas.
Compensation
Compensation Range - $20-25/hr
Responsibilities
Support our customers through cleaning and sanitizing common areas, restrooms, locker rooms, cafeterias, warehouse and storage areas to ensure facility is cleaned and in good condition for routine daily activities
Ensure all laboratories and equipment are clean, disinfected and ready for production and testing of sterile medical products.
Stock and organize supplies for all required areas of the scope
Operate Microsoft Applications (for charting, email, training, etc.) and other computer-based systems utilized in the facility
Follow standard procedures and execute activities independently, as well as in a team environment.
Requirements
High school diploma, or equivalent
Nice to have: Experience performing housekeeping responsibilities
Nice to have: Custodial or sanitization in a medical, laboratory, or a clean room environment
Provide administrative support to insurance producers, account executives, and managers, managing client accounts and documentation for renewals and new business.
Responsibilities
Assist producers, account executives, and account managers with renewal preparation
Gather information for new or renewal business
Prepare proposal documents for clients
Respond to client questions and problems
Document and process administrative requests
Requirements
Bachelor's degree
Nice to have: Insurance professional designation such as CISR, ACSR, CRM, CIC
Responsible for independently managing assets within proprietary strategies developed by Frost Wealth Management, mentoring team members, and contributing to asset review committees.
Responsibilities
Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives
Provide guidance and oversight regarding department operations through participation in assigned committees
Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients
Supervise and mentor lower level staff to ensure that their development progresses satisfactorily
Assist with business development efforts for Frost
Requirements
Bachelor's degree in an appropriate discipline
Nice to have: Master’s degree in an appropriate discipline
Nice to have: CFA or equivalent qualifying financial industry credentials
Relationship Administrative SpecialistNewFrost Bank · Boerne, US