EntryLevel Financial Services Representative

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

Benefits offered by this job

Full medical, dental, and vision

401(k) retirement plan

Flexible schedule

Job summary

Lakeshore Financial Group in Milwaukee seeks motivated Financial Service Representatives to join our local team. You will build lasting client relationships, explain financial products, and guide clients through applications while receiving extensive training and mentorship.

This is a commission-based opportunity with potential for strong earnings and flexibility, supported by comprehensive benefits for full-time staff and a local leadership team dedicated to your growth.

Qualifications

• Sales experience is a plus, but not required; training will be 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

Life insurance license

Communication

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

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.

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

Compensation:

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

$75,000-$100,000 per year