Wealth Services Sales Support & Service Specialist

Flagstar Bank; New York (NY); On-site; USD 23,000 - 36,000; Full time

Job summary

Flagstar Bank in Bellerose, NY is seeking a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants. You will assist with client appointments, service inquiries, and reporting to track progress toward goals.

The role requires strong organizational and communication skills, attention to detail, and the ability to work with licensed and non-licensed bankers. Prior investment/insurance admin experience is preferred.

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum 1+ years experience as an administrative assistant or comparable investment & insurance industry position.
• Licensing in Life/Health and Series 7 preferred.

Responsibilities

• Identifying, researching, analyzing, and resolving customer account issues.
• Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy, including preparing for client appointments.
• Preparing internal financial reports and emailing branch teams; calendar management and scheduling.
• Creating newsletters, presentations, and materials to educate the retail team on products and sales initiatives.
• Maintains up-to-date knowledge of products, services, and related technology.

Skills

Customer service

Communication skills

Organizational skills

Microsoft Office

Office administration

Education

High School Diploma or GED

Tools

MS Word

MS Excel

PowerPoint

Job description

Position Title

Wealth Services Sales Support & Service Specialist

Location

Bellerose, NY 11426

Job Summary

The Wealth 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.

Job 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.

Job Requirements

Required Qualifications

• 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.

Preferred Qualifications

• 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.
• NOTE: All licenses are preferred for the position but required for maximum incentive opportunity.

Job Competencies

• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
• Positive attitude with exceptional operational skills.
• Service oriented and be able to work well with branch employees and bank customers.
• Demonstrated ability to work well in a team environment.
• Demonstrated ability to follow company policies, guidelines and procedures.
• Strong 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 diplomacy.
• Excellent skill levels with Microsoft Office including but not limited to MS Word, MS Excel, PowerPoint.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
• Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Physical demands (ADA)

No unusual physical exertion is involved.

Equal Opportunity Employer

Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Benefits | Flagstar Bank Pay Range $17.00 - $26.02 Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity. We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking. Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process. If you need assistance completing your employment application or if you would like to request a reasonable accommodation, please contact our team at [e-mail]. Equal Opportunity Employer For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender