Wealth Services Sales Support & Service Specialist

The Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.Please ensure you read the below overview and requirements for this employment opportunity completely.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 reservationsCreating 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 strategiesMaintains up to date knowledge of products, services, departmental systems and related technology Adhere to all REGULATORY AND COMPLIANCE issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank. Requirements:HS Diploma, GED or Foreign Equivalent requiredLife, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license within 6 months of hireVariable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license within12 months of hire.Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license within12 months of hire.Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license within90 days of passing the Series 7 1 year experience as an administrative assistant or comparable investment & insurance industry positionProven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.Positive attitude with exceptional operational skillsService oriented and be able to work well with branch employees and bank customers.Demonstrated ability to work well in a team environmentDemonstrated ability to follow company policies, guidelines and proceduresStrong written and verbal communication skills to include phone skills. Communication with clients to include setting appointments, providing detailed information on customer accounts, as well as, service issues.Strong organizational and prioritizing skills with close attention to detail.Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.Demonstrated ability to maintain confidentiality using tact and diplomacyExcellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPointFlagstar is an equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.

Created: 2025-02-08