Hiring: Wealth Services Sales Support & Service Specialist Company: Flagstar Bank Location: Sun City, AZ Job Posted Time: 2026-09-10 12:33:46 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Series 66, Series 7 About the job Experience: •1+ Years experience as an administrative assistant or comparable investment & insurance industry position. Required Skills: •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. Qualifications: •Minimum experience required: 1+ Years experience as an administrative assistant or comparable investment & insurance industry position. •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. •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!