Wealth Services Sales Support & Service Specialist

Location: Sun City, AZ 85351-1075

About the role

The Wealth Sales Support & Service Specialist is a sales support and service role that provides 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. Responsibilities include working with assigned FC(s) to manage their book of business, set client appointments, handle service inquiries, process account transactions, and prepare financial reports to track team progress toward goals. The role requires independent thinking, professional communication, organizational skills, and the ability to assist the FC in coaching and mentoring licensed and non-licensed bankers.

Responsibilities

• Identify, research, analyze, and resolve customer account issues.
• Support Financial Consultant(s) in executing the “Work the Book” strategy, including preparing for client appointments and scheduling appointments from book and retail opportunities.
• Perform various administrative tasks such as preparing internal financial reports, managing email communication to retail branch teams, drafting correspondence, and training/supporting bankers (licensed and non-licensed) on investment systems and referrals.
• Manage FC(s) calendar, including scheduling client appointments, meetings with bankers, and conference room reservations.
• Create and distribute newsletters, presentations, and other support materials to educate retail branch banking teams and sales teams on product offerings, sales initiatives, and sales execution strategies.
• Maintain up-to-date knowledge of products, services, departmental systems, and related technology.

Requirements

• High School diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
• Minimum of 1+ years of experience as an administrative assistant or comparable role in the investment & insurance industry.

Preferred Qualifications

• Life, Health, and Accident license. If not held at time of hire, preferred to obtain within 6 months.
• Variable Annuity license. If not held at time of hire, preferred to obtain within 12 months.
• Series 7 license. If not held at time of hire, preferred to obtain within 12 months.
• Series 63 or Series 66 license. If not held at time of hire, preferred to obtain Series 63 within 90 days of passing the Series 7.

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

Skills

• Proven customer service skills with the ability to resolve problems and prevent customer dissatisfaction.
• Positive attitude with exceptional operational skills.
• Service-oriented with the ability to work well with branch employees and bank customers.
• Demonstrated ability to work well in a team environment and follow company policies, guidelines, and procedures.
• Strong written and verbal communication skills, including phone skills for client interactions such as setting appointments and addressing service issues.
• Strong organizational and prioritization skills with close attention to detail.
• Excellent listening, verbal, and written communication skills, with demonstrated success communicating across various organizational levels.
• Ability to maintain confidentiality using tact and diplomacy.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong ability to build and maintain effective relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights.
• Aligns relationship-building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment.

Physical Demands

No unusual physical exertion is involved.

Pay

Pay Range: $17.00 - $26.02 per hour

Benefits

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. For detailed information, visit Benefits | Flagstar Bank.