Location
Work From Home MI
Job Summary
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 a Sales Manager 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. They will also be expected to train the Sales Assistants on the team on systems and programs that the Broker Dealer rolls out. This Support person will also work closely with the Sales Managers for the Investment and Insurance team providing ongoing support at a strategic level.
Job Responsibilities:
- 45% of time: Identifying, researching, analyzing, resolving customer account issues and working on special projects for the I&I sales managers as well as the I&I program as needed
- 20% of time: 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. Assist new Sales Assistants and team members with additional training. Train New FCs on systems and assist with operational issues. (In the field if required)
- 10% Provide support for other Sales Assistants –Coordinating Sales Assistant conference calls – putting together content and participating in the call (presenting) Acting as a Liaison between compliance and team regarding operational issues. Train new Sales Assistants, work with new FCs on systems and operational issues and development items. (in the field if necessary) Participate in broker dealer assistant pilot programs whenever available.
- 10% of time: 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. Prepare reports for Sales Managers and assist in issues that have escalated with FCs and Sales Managers regarding customer service, customer complaints, and or back office.
- 5% of time: 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
- 5% of time: Maintains up to date knowledge of products, services, departmental systems and related technology and participate in new systems pilots
- 5% Provide administrative support to I&I Sales Managers report preparation, information gathering, providing strategic input on service center progress and ideas.
Job Qualifications:
- MINIMUM of 2 years as a Sales Assistant
- HS Diploma, GED or Foreign Equivalent
- Life, Health and Accident license
- Variable Annuity
- Series 7.
- Series 63 or Series 66
- TRAVEL REQUIREMENTS 20% OF TIME SPENT AWAY FROM HOME OFFICE
Flagstar 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
