Note: The job is a remote job and is open to candidates in USA. Flagstar Bank is seeking a Wealth Sales Support & Service Specialist to provide administrative support to Financial Consultants. This role involves scheduling appointments, managing client inquiries, processing transactions, and preparing financial reports to track team progress.
Responsibilities
- Identifying, researching, analyzing, and resolving customer account issues
- Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities
- Various administrative tasks such as preparing internal financial reports, email communication to retail branch teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings with bankers and conference room reservations
- Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies
- Maintains up to date knowledge of products, services, departmental systems and related technology
Skills
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience required: 1+ Years experience as an administrative assistant or comparable investment & insurance industry position
- Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hire
- Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within 12 months of hire
- Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within 12 months of hire
- Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within 90 days of passing the Series 7
Benefits
- Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment
- Medical, dental, vision, life, and disability insurance
- A comprehensive leave program
Company Overview
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey. It was founded in 1987, and is headquartered in Troy, Michigan, USA, with a workforce of 5001-10000 employees. Its website is http://www.flagstar.com/.