Financial Consultant

1 month ago

Grand Rapids, 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.

Job Responsibilities:

  • 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:

  • 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

Flagstar is an equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.

  • Financial Services Consultant

    6 days ago

    Grand Forks, North Dakota, United States Spieldenner Financial Group Full time

    About the Career OpportunityWe are seeking a Financial Services Consultant to join our team at Spieldenner Financial Group.This role involves working with clients to understand their financial needs and provide personalized mortgage protection solutions.As a Financial Services Consultant, you will be responsible for setting appointments, conducting research,...

  • Senior Financial Consultant

    2 weeks ago

    Grand Rapids, Michigan, United States Robert Half International Full time

    Job Title: Senior Financial ConsultantWe are seeking a skilled and experienced Senior Financial Consultant to join our team at Robert Half International in Grand Rapids, MI. This role offers an exciting opportunity to leverage your expertise in financial consulting and business development to drive growth and success.About the Role:This position involves...

  • Executive Financial Consultant

    3 weeks ago

    Grand Island, Nebraska, United States Insight Financial Planning Full time

    We are seeking a highly skilled and experienced Executive Financial Consultant to join our team at Insight Financial Planning. This is a fantastic opportunity for the right individual to leverage their expertise in financial planning and management to drive business growth and success.The successful candidate will be responsible for cultivating relationships...

  • Financial Consultant

    7 days ago

    Grand Rapids, 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...

  • Senior Financial Solutions Consultant

    3 weeks ago

    Grand Rapids, Michigan, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Financial Solutions Consultant to join our team at Western & Southern Life.Job DescriptionThis is a unique opportunity to build strong relationships with middle-market clients, analyze their financial needs, and provide tailored solutions to meet their objectives. As a Senior Financial...

  • Nonprofit Financial Management Consultant

    2 months ago

    Grand Rapids, Michigan, United States BDO Full time

    BDO seeks a seasoned Nonprofit Financial Management Consultant to join our Industry Specialty Services Group's Nonprofit and Grantmaker Advisory team.The ideal candidate will provide professional services that are sensitive to the needs and values of both nonprofit organizations and funders that support them, leveraging their nonprofit expertise to support...

  • Insurance Consultant

    4 days ago

    Grand Rapids, Michigan, United States The WRS Group - Symmetry Financial Full time

    Join Our TeamWe are looking for experienced Insurance Consultants to join our dynamic team at The WRS Group - Symmetry Financial. As a licensed life insurance agent, you will help middle-class families in the life insurance industry by providing them with financial planning strategies and expert advice.The ideal candidate will have a proven track record of...

  • Expert Financial Consultant

    4 weeks ago

    Grand Rapids, Michigan, United States Principal Full time

    We are seeking a highly skilled and motivated Financial Advisor to join our team at Principal Financial Group.About the Role:As a Financial Advisor, you will be responsible for building strong relationships with new clients and helping them achieve their financial objectives through personalized wealth management plans.You will work closely with clients to...

  • Expert Financial Consultant

    3 weeks ago

    Grand Rapids, Michigan, United States Atria Wealth Solutions Full time

    About the RoleWe are seeking a seasoned Financial Advisor to provide expert investment services to our members in the Grand Rapids area. As part of our team, you will be responsible for analyzing financial data and making recommendations to businesses and individuals to help them achieve their short-term and long-term goals.Key ResponsibilitiesProvide...

  • Sales Consultant

    3 weeks ago

    Cedar Rapids, Iowa, United States Wolf Financial Full time

    Wolf Financial: Unlock Your Earning PotentialWe are seeking a results-driven Sales Representative to join our elite team. As a Sales Consultant at Wolf Financial, you will have the opportunity to earn an estimated average first-year income of $72,000, with potential earnings exceeding six figures.We provide comprehensive training in our proven sales...

  • Financial Consultant

    4 weeks ago

    Grand Rapids, MI, 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...

  • Financial Services Representative

    1 week ago

    Grand Rapids, Michigan, United States Old National Bank Full time

    Job OverviewOld National Bank is seeking a Market Relationship Banker to join our team. As a key member of our Community Banking Center, you will be responsible for developing and cultivating long-term client relationships by providing insight, advice, and personalized financial solutions. This unique opportunity allows you to work at multiple branches,...

  • Loss Control Consultant

    6 days ago

    Grand Rapids, United States Collins & Associates Corporation Full time

    About Collins: Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids, Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than...

  • Facilities Consultant

    3 weeks ago

    Grand Rapids, United States Steelcase Full time

    We are hiring a Facilities Consultant to join our Facilities Maintenance Team, where we pride ourselves on maintaining a high standard of operational efficiency and excellence. We are seeking an individual who will manage a wide variety of tasks and maintenance activities in the Grand Rapids area. This person will oversee and coordinate vendors and staff to...

  • Customer Service Representative

    3 weeks ago

    Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time

    Internship OverviewGreatAmerica Financial Services is a leading provider of equipment financing solutions to businesses across the United States. Our commitment to exceptional customer service, a principle-centered business philosophy, and a team-based operating approach has contributed significantly to our success and growth.We are seeking highly motivated...

  • Epicor System Analyst Senior Position

    2 weeks ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    We are seeking an experienced Epicor System Analyst to join our IT department at Creative Financial Staffing in Grand Rapids, MI.Job Type: Full Time, Direct-HireSalary Range: $90,000 - $110,000 per yearAbout the Role:We require a skilled Epicor System Analyst with expertise in database management, report writing, and data analysis. The successful candidate...

  • Consultant-CAE

    3 weeks ago

    Grand Rapids, United States Procyon TS Full time

    About Us: At Tech Mahindra (Tech Mahindra | Connected World, Connected Experiences), we live the philosophy of connected world and connected experiences. We thrive on change that is powered by the intelligent symphony of technology and humans designing meaningful and sustainable experiences. Consumer 'experiences' are driving and disrupting industries like...

  • Senior Strategy Consultant

    2 weeks ago

    Grand Rapids, United States Steelcase Full time

    General Information Country: USA State: Michigan City: Grand Rapids Office Location: 901 44th Street SE - - - - - Date posted: 12-Oct-2023 Business Function: Project Management Position Type: Full-Time/Regular Description We are hiring a Senior Activation Strategy Consultantto support the Director in translating Steelcase Inc-level business strategies...

  • Sales Consultant

    3 weeks ago

    Grand Rapids, Michigan, United States Schoenherr Roofing Full time

    Unlock Your Earning Potential as a Sales ConsultantSchoenherr Roofing is a 30-year-old family-owned business in the Detroit market, renowned for providing exceptional roof replacement, storm restoration, siding, and gutters services. As a Field Sales Representative, you will have the opportunity to work with our dynamic team and enjoy a fun, supportive...

  • Vice President, Financial Advisory M&A

    2 weeks ago

    Grand Rapids, MI, United States MarshBerry Full time

    MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role...