Financial Services Representative
Company: Lakeshore Financial Group
Location: Oak Park
Posted on: May 16, 2025
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Job Description:
Are you a driven, client-focused professional seeking career
advancement and amazing income potential?--Lakeshore Financial
Group is seeking ambitious individuals to join our Chicago team as
Financial Service Representatives. You'll build lasting client
relationships, develop your expertise, and gain the flexibility to
build businesses.
Lakeshore Financial Group launched in 2016 and has grown rapidly
since. Today, we have teams throughout the Greater Midwest. Our
leadership team is fully dedicated to using their decades of
experience to mentor and support new and experienced advisors,
providing opportunities for collaboration, learning, and
growth.
Why Join Lakeshore Financial Group?
--- Make a Meaningful Impact:--Help families and individuals secure
their financial future by developing customized financial wellness
strategies
--- Flexible Schedule:--Enjoy the freedom to work part-time or
full-time, allowing you to balance your work with your personal
life.
--- Comprehensive Training:--We provide thorough training and
ongoing support to equip you with the knowledge and skills
necessary to succeed.
--- Professional Development:--Gain valuable experience in sales,
finance, and client relationship management.
--- Benefits: Our full-time contracts offer full medical, dental,
and vision benefits, 401k, and pension plan.
Responsibilities:
What You'll Do:
--- Build relationships with potential clients and understand their
financial needs
--- Present and explain products and solutions
--- Guide clients through the application and policy issuance
process
--- Provide ongoing support and service to clients
--- Attend training and development sessions
Qualifications:
Who We're Looking For:
--- Highly motivated and self-driven individuals
--- Excellent communication and interpersonal skills
--- A passion for helping others
--- A strong work ethic and a desire to succeed
--- Sales experience is a plus, but not required. We are willing to
train the right person
--- Must be able and willing to obtain a life insurance license
--- This is an upside, 100% commission-based opportunity. We offer
new hires the opportunity to receive $12,000 as financial
support.
Why Join Us?
--- Be part of a supportive and collaborative team
--- Represent a reputable and respected company
--- Enjoy the flexibility and freedom of a self-driven career
--- Make a positive impact on the lives of others
--- Earn a competitive income
About Company:
At Lakeshore Financial, our Financial Representatives and Advisors
take pride in nurturing strong and meaningful connections with a
diverse range of individuals. Our services are designed to cater to
specific needs, offering comprehensive financial strategies or
focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and
all-encompassing approach to evaluating and developing financial
wellness strategies tailored to each individual's circumstances. We
genuinely care about clients' well-being and want them to
experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a
comprehensive process. By leveraging this approach, we strive to
deliver exceptional results and empower clients to achieve their
financial goals with confidence.
Keywords: Lakeshore Financial Group, Arlington Heights , Financial Services Representative, Accounting, Auditing , Oak Park, Illinois
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