Financial Consultant

Posted 6 Days Ago
Be an Early Applicant
5 Locations
36K-98K Annually
Junior
Fintech • Financial Services
The Role
The Financial Consultant will expand customer relationships and solicit new retail Investment and Insurance business, creating tailored strategies for clients.
Summary Generated by Built In

Position Title

Financial Consultant

Location

New York, NY 10022

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.
Pay Range: Pay Range: $35,568.00 - $66,534.00 - $97,500.00
Please note this is a commission-based role.

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

  • High School Diploma, GED  or Foreign Equivalent required. Bachelor’s degree preferred or comparable work experience. Master's Degree in a related field is strongly desired.

  • Required Life, Health and Accident licenses - *If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire.

    Variable Annuity - *If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam.

    Series 7 - *If not held at time of hire, incumbent must obtain the above listed licenses within 1year of hire.

    Series 63 and or Series 66 - *If not held at time of hire, incumbent must obtain the above listed licenses within 90 days of passing Series 7 exam.

    *All time-frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause.

  • Preferred Retail Investment sales preferred/ coaching or leading team preferred.

  • 3+ years in retail sales required, with some banking experience preferred.

  • 1+ years of sales experience in the Investment / Insurance industry preferred.

  • Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success.

  • Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.

  • Proven leadership, business development and problem resolutions skills.

  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.

  • Service oriented and be able to work well with branch employees and bank customers.

  • Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.

  • Strong coaching skills.

  • Demonstrated ability to work well in a team environment.

  • Demonstrated ability to follow company policies, guidelines and procedures

Flagstar is an equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.

Top Skills

Health Insurance
Investment Strategy
Life Insurance
Sales Strategies
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The Company
HQ: Hicksville, NY
8,025 Employees
On-site Workplace

What We Do

Thank you for visiting Flagstar Bank on LinkedIn, and we look forward to being part of your financial journey. On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.

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