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Financial Consultant

4 weeks ago

Salem, Oregon, United States Flagstar Bank Full time
Job Title: Financial Consultant

Flagstar Bank is seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will be responsible for retaining and expanding company relationships, soliciting new retail Investment and Insurance business, and advising and assisting Flagstar customers in optimizing their financial position.

Key Responsibilities:
  • Build and maintain excellent relationships with 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
  • Conduct phone calls to existing and prospective retail bank customers and Book of Business customers to schedule appointments
  • Lead, establish priorities, and prepare presentations for these calls and coach retail bank licensed bankers on conducting successful prospect calls
  • Document calls and results and submit reports to superiors as required
  • Meet with customers or prospects to discuss their financial needs and outline appropriate financial products that meet their financial goals
  • 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
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
  • Variable Annuity licenses
  • Series 7, Series 63, and Series 66 licenses
  • 3 years of retail sales experience required, with some banking experience preferred
  • 1 year of sales experience in the Investment/Insurance industry preferred
Preferred Qualifications:
  • Retail Investment sales preferred
  • Coaching or leading a team preferred
  • Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability, and motivation to success

Flagstar Bank is an Equal Opportunity Employer and welcomes applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging opportunity, please apply online at the provided URL link.