Position Title
Financial Consultant-30
Location
Sayreville, NJ 08872
Job Summary
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.
Job Responsibilities:
Build andmaintainexcellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketingplansand daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations,maintainan action plan, ensure cross training is achieved, ensure that compliance requirements are met.
Conductphonecalls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Lead,establishpriorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Document calls and results andsubmitreports to superiors asrequired.
ADDITIONALACCOUNTABILITIES
*If not held attime of hire,incumbentmustobtaintheabove listed licenses within120 daysof hire.
*If not held at time of hire, incumbent must obtain the above listed licenses within30 daysof passing Series 63exam.
*If not held at time of hire, incumbent must obtain the above listed licenses within 1 year of hire.
*If not held at time of hire, incumbent mustobtainthe above listed license within90 daysof passing Series7exam
Alltime framesset forth above may be extended ormodifiedin the sole discretion of management, based upon a showing ofgood cause.
Preferred Qualifications:
Proven successdemonstratingsales results, exceeding sales expectations, adaptability, collaboration, relationship building,reliabilityand motivation to success.
Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive collaboration, andleveragingcross functionalinsights.Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Physical demands (ADA):The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer - Vets/Disabled
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
