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Financial Services Professional
2 months ago
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.
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