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Financial Consultant

1 month ago

New York, United States Flagstar Bank Full time
The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.

  • Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met.

  • Conducting phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments.  Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call.  Documents calls and results and submits reports to superiors as required.

  • Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers.

  • Process all paperwork in a timely manner.  Stay current with all customer and partner communications and deadlines.  Maintain and manage a highly compliant investment business.

  • Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies.

Job Requirements:

  • High School Diploma, GED  or Foreign Equivalent required. Bachelor’s degree preferred or comparable work experience. Master's Degree in a related field is strongly desired.

  • Required Life, Health and Accident licenses - *If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire.

    Variable Annuity - *If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam.

    Series 7 - *If not held at time of hire, incumbent must obtain the above listed licenses within 1year of hire.

    Series 63 and or Series 66 - *If not held at time of hire, incumbent must obtain the above listed licenses within 90 days of passing Series 7 exam.

    *All time-frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause.

  • Preferred Retail Investment sales preferred/ coaching or leading team preferred.

  • 3+ years in retail sales required, with some banking experience preferred.

  • 1+ years of sales experience in the Investment / Insurance industry preferred.

  • Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success.

  • Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.

  • Proven leadership, business development and problem resolutions skills.

  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.

  • Service oriented and be able to work well with branch employees and bank customers.

  • Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.

  • Strong coaching skills.

  • Demonstrated ability to work well in a team environment.

  • Demonstrated ability to follow company policies, guidelines and procedures