[Remote] Wealth Sales Support & Service Specialist

Note: The job is a remote job and is open to candidates in USA. Flagstar Bank is seeking a Wealth Sales Support & Service Specialist to provide administrative support to Financial Consultants. This role involves scheduling appointments, managing client inquiries, processing transactions, and preparing financial reports to track team progress.

Responsibilities

• Identifying, researching, analyzing, and resolving customer account issues
• Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities
• Various administrative tasks such as preparing internal financial reports, email communication to retail branch teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings with bankers and conference room reservations
• Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies
• Maintains up to date knowledge of products, services, departmental systems and related technology

Skills

• Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: ​1+ Years​ experience as an administrative assistant or comparable investment & insurance industry position
• Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hire
• Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within 12 months of hire
• Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within 12 months of hire
• Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within 90 days of passing the Series 7

Benefits

• Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment
• Medical, dental, vision, life, and disability insurance
• A comprehensive leave program

Company Overview