Entry-Level Financial Services Representative

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

Benefits offered by this job

Flexible schedule

Comprehensive training

Full medical, dental, vision benefits

401(k) and retirement plan

Job summary

Lakeshore Financial Group seeks ambitious Financial Service Representatives to join our Milwaukee team. You will build lasting client relationships, develop your expertise, and earn a strong income with a 100% commission-based structure.

This role offers flexible scheduling (part-time or full-time), comprehensive training, and opportunities to advance within a growing Midwest team; occasional in-office presence is required.

Qualifications

• Sales experience is a plus, but not required.
• 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.

Skills

Sales experience

Excellent communication

Interpersonal skills

Self-driven

Motivated

Job description

Training Provided

Are you a driven, client-focused professional seeking career advancement and amazing income potential?

Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. 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

• Who We're Looking For:
• 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.
• 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

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