F

Flagstar Bank

Regional bank offering diversified financial services

Financial Consultant

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNaples, FL, USA

About the Job

Requirements

  • A high school diploma, high school equivalency such as a General Educational Development credential, HiSET, or TASC, or foreign equivalent is required.
  • At least two years of retail sales experience are required.
  • Life, health, and accident licenses are required, or must be obtained within 120 days of hire.
  • A variable annuity license is required, or must be obtained within 30 days of passing the Series 63 examination.
  • A Series 7 license is required, or must be obtained within one year of hire.
  • A Series 63 and/or Series 66 license is required, or must be obtained within 90 days of passing the Series 7 examination.
  • The role requires demonstrated sales results, adaptability, collaboration, relationship building, reliability, and motivation to succeed.
  • The role requires willingness to call on prospective and existing clients for sales opportunities and proven sales execution.
  • The role requires leadership, business development, and problem-solving skills.
  • The role requires customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
  • The role requires the ability to work effectively with branch employees and bank customers.
  • The role requires listening, verbal, and written communication skills and the ability to communicate with various organizational levels.
  • Strong coaching skills are required.
  • The role requires the ability to work effectively in a team environment.
  • The role requires the ability to follow company policies, guidelines, and procedures.
  • The role requires the ability to build and maintain effective stakeholder relationships through clear communication, proactive collaboration, and cross-functional insights.
  • The role requires the ability to build trusted internal or external client relationships by identifying needs and delivering tailored solutions.
  • The role requires compliance with applicable federal, state, and local laws and regulations.
  • The role requires travel between assigned branches and a few overnight stays per year for training and recognition.
  • The role requires moderate physical exertion and stamina, including standing, sitting, walking, driving, and infrequent lifting.

Responsibilities

  • Retain and expand company relationships and solicit new retail investment and insurance business from prospective customers.
  • Advise and assist customers in optimizing their financial position by creating customized investment strategies based on their goals, time frame, and comfort level with market risk.
  • Meet with customers or prospects to discuss financial needs and outline appropriate financial products that meet customer goals.
  • Build and maintain relationships with retail bank branches.
  • Direct investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans, and daily support.
  • Provide indirect talent management for licensed bank staff, conduct team performance meetings, perform observations, maintain action plans, ensure cross-training, and ensure compliance requirements are met.
  • Process paperwork in a timely manner and stay current with customer and partner communications and deadlines.
  • Maintain and manage a compliant investment business.
  • Conduct phone calls to existing and prospective retail bank customers and book-of-business customers to schedule appointments.
  • Lead calls, establish priorities, and prepare presentations for prospecting calls.
  • Coach retail bank licensed bankers on conducting successful prospect calls.
  • Document calls and results and submit reports to superiors as required.
  • Use independent judgment and discretion to make decisions.
  • Analyze and resolve problems.
  • Perform special projects and additional duties and responsibilities as required.
  • Complete required compliance training and consistently adhere to regulatory and compliance policies and standards.

Desired Qualifications

  • An undergraduate degree (four years or equivalent) or equivalent experience is preferred.
  • Banking experience is preferred.
  • One year of sales experience in the investment or insurance industry is preferred.
  • Retail investment sales experience is preferred.
  • Experience coaching or leading a team is preferred.

About the Company

Flagstar Bank

Regional bank offering diversified financial services

Flagstar Bank is a regional bank that offers a broad range of financial products and services through its 418 branches in 10 states, complemented by digital channels. It operates with a customer-first mindset, emphasizing local market expertise, personalized solutions, and community focus. Its products work through a combination of branch-based relationship banking and technology-enabled services to meet customers’ financial needs. What sets Flagstar apart is its emphasis on local knowledge, community involvement, and diverse, inclusive workplace culture, rather than solely relying on scale or standard products. The company’s goal is to deliver a new energy in banking that opens doors for customers’ financial and personal success while strengthening the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Troy, MI
Founded
1987

Recently Posted Jobs

Explore more opportunities at Flagstar Bank

See more jobs