Flagstar Bank Logo

Flagstar Bank

Financial Consultant-30

Posted 16 Days Ago
Be an Early Applicant
In-Office
3 Locations
Junior
In-Office
3 Locations
Junior
Retains and expands customer relationships while soliciting investment and insurance business. Advises customers on customized financial strategies, manages branch investment sales, coaches licensed bankers, conducts prospecting calls, prepares presentations, processes documentation, and maintains regulatory compliance. Requires travel between assigned branches and occasional overnight stays for training or recognition events.
The summary above was generated by AI

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:

JOB RESPONSIBILITIES  

  • Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers.  

  • Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met.  

  • Process all paperwork in a timely manner.  Stay current with all customer and partner communications and deadlines.  Maintain and manage a highly compliant investment business.  

  • Conduct phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments.  Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call.  Document calls and results and submit reports to superiors as required.  

  •  Uses independent judgement and discretion to make decisions. 

  •  Analyzes and resolves problems. 

 

ADDITIONAL ACCOUNTABILITIES 

  • Performs special projects, and additional duties and responsibilities as required. 

  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.  

 

JOB REQUIREMENTS  

 

Required Qualifications: 

  • Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​   

  • Minimum experience required: ​2+ Years​ of retail sales. 

  • 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 1 year of hire. 

  • Series 63 and/or Series 66* 

*If not held at time of hire, incumbent must obtain the above listed license 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 Qualifications: 

  • Education level preferred: ​Undergraduate Degree (4 years or equivalent)​ or equivalent experience.  

  • Banking experience. 

  • One year of sales experience in the investment/insurance industry. 

  • Retail investment sales experience. 

  • Experience coaching or leading team. 

 

Job Competencies: 

  • 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  

  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. 

  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. 

  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 

  • Will travel between assigned branches.  A few overnight stays required per year for training and recognition 

  • 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

Similar Jobs

5 Hours Ago
In-Office
Springfield, NJ, USA
18-32 Hourly
Junior
18-32 Hourly
Junior
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Coordinates patient care and administrative workflows in a multi-specialty medical practice. Responsibilities include patient registration, insurance verification, appointment scheduling, referrals, medical-record maintenance, claims-error correction, document scanning, follow-up services, and communication with patients and care teams. The role supports continuity of care, maintains confidentiality and regulatory compliance, assists with limited clinical duties, and may float between clinics.
Top Skills: Epic EmrExcelMicrosoft OutlookMicrosoft Word
6 Hours Ago
Remote or Hybrid
USA
15-20 Hourly
Junior
15-20 Hourly
Junior
eCommerce • Fashion • Retail • Sales • Wearables • Design
Provides customer service and sales-floor support in a luxury retail store. Responsibilities include operating POS systems, handling cash, processing shipments, replenishing merchandise, maintaining stockroom and sales-floor standards, supporting visual merchandising, promoting products, and following loss-prevention policies. Requires flexible availability, physical ability to handle merchandise, strong communication skills, and at least one year of retail experience.
Top Skills: InternetIpadLaptopMobile PosPosWalkie-Talkie
8 Hours Ago
Hybrid
2 Locations
200K-230K Annually
Senior level
200K-230K Annually
Senior level
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Leads enterprise-scale digital transformation programs using Microsoft Azure AI, Fabric, Power Platform, Copilot, and related technologies. Oversees cross-functional delivery teams, AI operationalization, governance, risk mitigation, client alignment, business development, and digital strategy. Develops reusable assets, training programs, and delivery methodologies while strengthening Microsoft capabilities and partnerships. Requires extensive life sciences consulting experience, large-scale program leadership, stakeholder management, and familiarity with Agile, DevOps, and product-centric execution.
Top Skills: AgileAzure AiAzure OpenaiCopilot StudioDevOpsDynamics 365Microsoft CopilotMicrosoft FabricMicrosoft Power PlatformPower BIRpa

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account