Wealth Services Sales Support & Service Specialist

Flagstar Bank; Sun City (AZ); On-site; USD 48,712,000 - 74,615,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid leave

Job summary

Flagstar Bank in Sun City, AZ seeks a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants, arrange client appointments, and handle service inquiries with professionalism.

The role requires organizational, communication, and transaction-processing skills, with preferred Life/Health licenses and potential Series licenses. This is an on-site position within the Investment & Insurance division.

Qualifications

• High School diploma or equivalent required.
• Minimum 1+ year administrative experience in financial services preferred.
• Licenses in Life, Health and Accident are preferred; Series 7/63/66 desirable.

Responsibilities

• Identify, research, and resolve customer account issues.
• Support Financial Consultants with client appointments and book management.
• Prepare internal financial reports and communications for branch teams.
• Create and distribute materials to educate retail banking staff on products and sales initiatives.
• Maintain up-to-date knowledge of products, services, and systems.

Skills

Customer service

Communication

Microsoft Office

Education

High School or equivalent

Tools

MS Word

MS Excel

PowerPoint

Job description

Position Title Wealth Services Sales Support & Service Specialist

Location Sun City, AZ 85351-1075

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.

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.

Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process.

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.

Equal Opportunity Employer For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender