Financial Consultant

The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.

Requirements

• Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers.
• Build and maintain excellent relationships with the retail bank branches.
• Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
• 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.
• Conduct phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments.
• Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call.
• Document calls and results and submit reports to superiors as required.
• Uses independent judgement and discretion to make decisions.
• Analyzes and resolves problems.
• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.

Benefits

• Medical, dental, vision, life, and disability insurance
• Comprehensive leave program