Flagstar Bank · 1 month ago
Financial Consultant
Grosse Pointe Woods/19733 Mack Avenue/112084
Full-time
Onsite
Mid Level
3+ years expFlagstar Bank is seeking a Financial Consultant whose primary responsibility is to retain and expand company relationships while soliciting new retail investment and insurance business. The role involves advising customers on optimizing their financial positions through customized investment strategies and maintaining compliance with all relevant regulations.
BankingFinanceFinancial Services
Responsibilities
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
Conducting 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. Documents calls and results and submits reports to superiors as required
Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers
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
Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies
Qualification
Required
3+ years in retail sales required, with some banking experience 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
Preferred
1+ years of sales experience in the Investment / Insurance industry preferred
Benefits
Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program
Company
Flagstar Bank
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey.
5001-10000 employees
H1B Sponsorship
Flagstar Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (42)
2023 (41)
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-04-26Acquired
2001-07-12IPO
Leadership Team
Gregg Christenson
Executive Vice President and CFO for Community Banking
R
Randal Turner
Chief Financial Officer, Loan Servicing and Shared Services
Recent News
2025-11-12
2025-11-07
Company data provided by crunchbase