Financial Consultant
Flagstar Bank(1 month ago)
About this role
A Financial Consultant at Flagstar works with retail customers to retain and expand relationships by soliciting and advising on investment and insurance products. The role creates customized investment strategies based on customers' goals, time horizon, and risk tolerance and partners with retail bank branches to drive investment sales and support licensed bankers.
Required Skills
- Sales
- Customer Service
- Coaching
- Relationship Building
- Compliance
- Communication
- Prospecting
- Investment Advice
- Presentation
- Team Leadership
+1 more
Qualifications
- High School Diploma (or Equivalent)
- Undergraduate Degree (preferred)
- Life, Health and Accident License
- Variable Annuity License
- Series 7
- Series 63
- Series 66
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