Strategic Investment Advisor & Team Leader

Flagstar Bank; Naples (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Flagstar Bank is seeking a Financial Consultant in Naples, FL, responsible for maintaining and expanding client relationships while soliciting new business. The role includes advising clients on optimizing their financial positions through customized strategies.

The ideal candidate has retail sales experience, necessary licenses, and strong skills in relationship building and communication. This full-time position involves working directly with customers and coaching retail bankers.

Qualifications

• 2+ years of experience in retail sales.
• Life, Health and Accident licenses must be obtained within specific time frames.
• Series 7 and Series 63/66 licenses must also be obtained.

Responsibilities

• Meet with customers to discuss financial needs and outline products.
• Build relationships with retail bank branches.
• Conduct phone calls to schedule appointments with clients.

Skills

Sales results demonstration

Relationship building

Communication skills

Education

High School Diploma or equivalent

Undergraduate Degree (preferred)

Job description

Flagstar Bank is seeking a Financial Consultant in Naples, FL, responsible for maintaining and expanding client relationships while soliciting new business. The role includes advising clients on optimizing their financial positions through customized strategies.

The ideal candidate has retail sales experience, necessary licenses, and strong skills in relationship building and communication. This full-time position involves working directly with customers and coaching retail bankers.