Financial Services Specialist

7 days ago


Troy, Michigan, United States Flagstar Bank Full time

**About the Role**

We are seeking a highly motivated Financial Consultant to join our team at Flagstar Bank. This is a commission-based role that requires excellent communication skills, a strong understanding of financial products, and a proven ability to build and maintain relationships with clients.

The successful 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

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:$80,000 - $120,000 per year

Flagstar Bank is an equal opportunity employer and offers a competitive salary, bonus structure, and comprehensive benefits package.



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