Financial Consultant

Flagstar Bank

. Retain and expand company relationships and solicit new retail investment and insurance business .

Posted 10/8/2026full-timeSayreville • New Jersey • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retail investment and insurance sales, with a strong focus on customer relationship management and compliance. Proven ability to lead teams, coach licensed bankers, and develop customized investment strategies to meet client needs.

Highest-signal resume keywords

Retail Sales ExperienceLife, Health And Accident LicensesVariable Annuity LicenseSeries 7 LicenseProven Leadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentSales ExecutionProblem ResolutionCustomer ServiceCompliance Management

Soft Skills

Excellent Communication SkillsStrong Coaching SkillsTeam CollaborationAnalytical Problem Solving

Certifications & Qualifications

Life, Health And Accident LicensesVariable Annuity LicenseSeries 7 LicenseSeries 63 LicenseSeries 66 License

Industry Keywords

Retail InvestmentInsurance BusinessFinancial ProductsRegulatory ComplianceCustomer Relationship Management

About the role

Key responsibilities & impact

Retain and expand company relationships and solicit new retail investment and insurance business
Advise Flagstar customers and create customized investment strategies based on their goals, time frame, and comfort level with market risk
Meet with customers and prospects to discuss financial needs and recommend appropriate financial products
Build and maintain relationships with retail bank branches
Direct investment sales for assigned retail bank licensed bankers through coaching, training, goal setting, marketing plans, and daily support
Conduct team performance meetings and observations, maintain action plans, ensure cross-training, and meet compliance requirements
Process paperwork promptly and manage customer and partner communications and deadlines
Maintain and manage a compliant investment business
Call existing, prospective, and Book of Business customers to schedule appointments
Lead and prioritize prospect calls, prepare presentations, and coach licensed bankers on successful prospect calls
Document calls and results and submit reports to superiors as required
Use independent judgment and discretion to make decisions
Analyze and resolve problems
Perform special projects and additional duties as required
Adhere to regulatory and compliance policies, standards, and applicable laws

Requirements

What you’ll need

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
2+ years of retail sales experience
Life, Health and Accident licenses; if not held at hire, must obtain within 120 days of hire
Variable Annuity license; if not held at hire, must obtain within 30 days of passing Series 63 exam
Series 7 license; if not held at hire, must obtain within 1 year of hire
Series 63 and/or Series 66 license; if not held at hire, must obtain within 90 days of passing Series 7 exam
Proven success demonstrating sales results and exceeding sales expectations
Proven sales execution
Proven leadership, business development, and problem resolution skills
Proven customer service and problem-solving skills
Excellent listening, verbal, and written communication skills
Strong coaching skills
Ability to work well in a team environment
Ability to follow company policies, guidelines, and procedures
Willingness to call on prospects and existing clients for sales opportunities
Will travel between assigned branches
A few overnight stays required per year for training and recognition
Moderate physical exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program
Variable incentives, bonuses, commissions, or other awards may be included in total compensation
Training and recognition opportunities