Entry-Level Financial Services Representative

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

Entry-Level Financial Services Representative

Lakeshore Financial Group Milwaukee, Wisconsin, United States

About this position

Training Provided

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, a 401(k), and a 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

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:

• 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

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.