Investment Business Developer

3 weeks ago

Troy, Michigan, United States Flagstar Bank Full time

**Job Overview**

We are seeking a skilled Financial Consultant to join our team at Flagstar Bank. As a Financial Consultant, you will be responsible for retaining and expanding company relationships, soliciting new retail Investment and Insurance business from prospective customers, and advising and assisting customers in optimizing their financial position.

The ideal candidate will have a bachelor's or master's degree in finance, business, or a related field, and 3+ years of experience in retail sales, with some banking experience preferred. They will also hold licenses such as Life, Health and Accident, Variable Annuity, Series 7, and Series 63/66.

Key responsibilities include:

  • Building and maintaining relationships with retail bank branches
  • Directing investment sales for an assigned group of licensed bankers
  • Conducting phone calls to existing and prospective customers to schedule appointments
  • Meeting with customers to discuss their financial needs and outline appropriate products

Responsibilities:

  • 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:

  • HS Diploma, GED or Foreign Equivalent, required
  • Bachelor's or Master's Degree, preferred
  • 3+ years in retail sales required, with some banking experience preferred.
  • 1+ years of sales experience in the Investment / Insurance industry preferred.
  • Life, Health and Accident licenses - *If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire.
  • Variable Annuity - *If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam.
  • Series 7 - *If not held at time of hire, incumbent must obtain the above listed licenses within 1 year of hire.
  • Series 63 and or Series 66 - *If not held at time of hire, incumbent must obtain the above listed licenses within 90 days of passing Series 7 exam.
  • *All time-frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause.
  • Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success.
  • Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.
  • Proven leadership, business development and problem resolutions skills.
  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
  • Service oriented and be able to work well with branch employees and bank customers.
  • Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.
  • Strong coaching skills.
  • Demonstrated ability to work well in a team environment.

Estimated Salary:$85,000 - $125,000 per year

Flagstar Bank offers a competitive salary, bonus structure, and comprehensive benefits package.

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