Wealth Sales Support & Service Specialist

Position Title Wealth Sales Support & Service Specialist Location reputed company, MI 48098 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 reputed company to client accounts, and preparing financial reports to track team(s) reputed company 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: 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 reputed company 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 reputed company retail reputed company 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 reputed company 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 reputed company 6 months of hire. Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license reputed company 12 months of hire. Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license reputed company 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 reputed company 90 days of passing the Series 7. NOTE: reputed company 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 reputed company to work well with reputed company employees and bank customers. Demonstrated ability to work well in reputed company 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 reputed company attention to detail. Excellent listening, verbal and written communication skills and demonstrated reputed company communicating with various reputed company reputed company an organization. Demonstrated ability to maintain confidentiality using tact and diplomacy. Excellent reputed company reputed company with reputed company Office including but not limited to reputed company, MS reputed company, PowerPoint. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating reputed company, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with reputed company 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 (reputed company): ​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 reputed company pay will be determined based reputed company, 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 reputed company to a variety of benefits including medical, dental, reputed company, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | reputed company Pay reputed company $17.00 - $26.02 reputed company applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the reputed company Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable. Apply To This Job