Entry-Level Financial Services Advisor | Flexible Schedule

Lakeshore-Financial-Group; Milwaukee (WI); On-site; USD 75,000 - 100,000; Full time

Job summary

Lakeshore Financial Group in Milwaukee, WI is seeking ambitious individuals for an Entry-Level Financial Services Representative role. You'll build lasting client relationships, develop financial knowledge, and gain the flexibility to grow your career in a supportive team environment.

This position offers comprehensive training, potential for significant earnings ($75,000 - $100,000 at plan earnings) and a path to licenses in life insurance, with occasional in-office presence required for

Qualifications

• Sales experience is a plus, but not required; training provided.
• Must be able and willing to obtain a life insurance license.
• Excellent communication and interpersonal skills.

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

Skills

Sales experience

Communication skills

Interpersonal skills

Self-motivated

Goal oriented

Job description

Lakeshore Financial Group in Milwaukee, WI is seeking ambitious individuals for an Entry-Level Financial Services Representative role. You'll build lasting client relationships, develop financial knowledge, and gain the flexibility to grow your career in a supportive team environment.

This position offers comprehensive training, potential for significant earnings ($75,000 - $100,000 at plan earnings) and a path to licenses in life insurance, with occasional in-office presence required for