Financial Consultant
Flagstar Bank(19 days ago)
About this role
A Financial Consultant at Flagstar assists retail customers with investment and insurance solutions, building relationships and providing tailored financial strategies to meet their goals. The role involves coaching bank staff, developing new business opportunities, and ensuring compliance with regulations.
Required Skills
- Sales
- Customer Service
- Financial Planning
- Communication
- Relationship Building
- Coaching
- Compliance
- Investment Products
- Insurance
- Banking
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