Financial Services Specialist

4 weeks ago


New York, New York, United States Flagstar Bank Full time

The Financial Services Specialist at Flagstar Bank plays a pivotal role in fostering and expanding relationships with existing clients, while also identifying and pursuing new business opportunities. This involves creating customized financial strategies tailored to each client's unique goals, risk tolerance, and time horizon.

  • Develop and maintain strong relationships with retail bank branches, providing guidance and support to licensed bankers to drive investment sales growth.
  • Conduct phone calls to existing and prospective clients to schedule appointments, lead presentations, and coach bankers on successful prospect calls.
  • Meet with clients to discuss their financial needs and recommend suitable products that align with their goals.
  • Process paperwork efficiently and stay up-to-date with customer and partner communications, ensuring a highly compliant investment business.
  • Ensure adherence to federal, state, and local laws and regulations, completing required compliance training and maintaining knowledge of Flagstar's internal policies and procedures.

Requirements:

  • Bachelor's degree or equivalent required; Master's degree in a related field preferred.
  • Required licenses: Life, Health, and Accident; Variable Annuity; Series 7; Series 63; Series 66.
  • 3+ years of retail sales experience, with some banking experience preferred.
  • Proven success in sales, leadership, and customer service, with excellent communication and coaching skills.
  • Ability to work well in a team environment and follow company policies and procedures.


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