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Financial Services Professional

2 months ago


Lansing, Michigan, United States Flagstar Bank Full time
{"Job Title": "Financial Consultant", "Job Description": "

Flagstar Bank is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for building and maintaining relationships with retail bank branches, directing investment sales, and providing coaching and training to licensed bank staff.

Key Responsibilities:

  • Develop and execute sales strategies to meet or exceed sales targets.
  • Conduct phone calls to existing and prospective customers to schedule appointments and discuss financial needs.
  • Meet with customers to discuss financial goals and outline appropriate financial products.
  • Process paperwork in a timely manner and maintain accurate records.
  • Stay up-to-date with changing regulations and policies.

Requirements:

  • 3+ years of retail sales experience, with some banking experience preferred.
  • 1+ years of sales experience in the Investment/Insurance industry preferred.
  • Proven sales results, adaptability, collaboration, relationship building, reliability, and motivation to success.
  • Excellent communication and coaching skills.
  • Ability to work well in a team environment and follow company policies and procedures.

#LI-Onsite

#LI-LM1

"}