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Financial Services Specialist

4 weeks ago

East Meadow, New York, United States Flagstar Bank, N.A. Full time
Job Summary

The Financial Consultant is responsible for retaining and expanding company relationships, soliciting new retail investment and insurance business, and advising customers on optimizing their financial position.

Key responsibilities include building and maintaining relationships with retail bank branches, directing investment sales, conducting phone calls to customers and prospects, and preparing presentations for these calls.

The ideal candidate will have a strong background in retail sales, with experience in the investment and insurance industry. They will be able to demonstrate sales results, adaptability, collaboration, and relationship building skills.

Additional requirements include a high school diploma, GED, or foreign equivalent, and relevant licenses such as Life, Health, and Accident, Variable Annuity, Series 7, and Series 63.

Responsibilities
  • Build and maintain relationships with retail bank branches
  • Direct investment sales for an assigned group of retail bank licensed bankers
  • Conduct phone calls to customers and prospects
  • Prepare presentations for calls
  • Meet with customers to discuss their financial needs
  • Process paperwork in a timely manner
  • Stay current with customer and partner communications and deadlines
Requirements
  • High school diploma, GED, or foreign equivalent
  • Relevant licenses such as Life, Health, and Accident, Variable Annuity, Series 7, and Series 63
  • 3 years of retail sales experience
  • 1 year of sales experience in the investment and insurance industry
Preferred Qualifications
  • Retail investment sales experience
  • Coaching or leading team experience
  • Proven sales results and adaptability
  • Strong communication and relationship building skills