Entry-Level Financial Services Representative

About the role

You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career. 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 positions offer full medical, dental, and vision benefits, 401(k), and retirement plan

Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities.

Compensation

$75,000 - $100,000 at plan earnings

Qualifications

• 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
• 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

This is an upside 100% commission-based opportunity.

Responsibilities

• 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