Financial Services Professional

1 day ago


East Meadow, New York, United States Flagstar Bank Full time
Job Title: Financial Consultant

Job Summary:
The Financial Consultant is responsible for retaining and expanding company relationships, soliciting new retail investment and insurance business, and advising customers on optimizing their financial position. This role involves creating customized investment strategies, conducting phone calls to schedule appointments, and meeting with customers to discuss their financial needs.

Key Responsibilities:
  • Build and maintain relationships with retail bank branches, direct investment sales, and coach licensed bankers on goal setting, marketing plans, and daily support.
  • Conduct phone calls to schedule appointments, lead presentations, and coach bankers on successful prospect calls.
  • Meet with customers to discuss financial needs, outline financial products, and process paperwork in a timely manner.
  • Ensure compliance with federal, state, and local laws and regulations, complete required training, and maintain knowledge of changing regulations.

Requirements:
  • High School Diploma or equivalent required, Bachelor's degree preferred or comparable work experience.
  • Required licenses: Life, Health, and Accident, Variable Annuity, Series 7, Series 63, and Series 66.
  • Preferred: Retail investment sales experience, coaching or leading a team, and 3+ years of retail sales experience with some banking experience.

About Flagstar Bank:
Flagstar Bank is a leading financial institution committed to providing exceptional customer service and innovative financial solutions.

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