Financial Services Advisor — Chicago Area, Flexible Career

Lakeshore Financial Group

Chicago (IL)

On-site

USD 75,000 - 100,000

Full time

3 days ago

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Job summary

Lakeshore Financial Group in Chicago is expanding our team and seeking motivated individuals to join us as Financial Services Representatives. In this role, you’ll build lasting client relationships, deepen your financial expertise, and enjoy the flexibility to design a career that fits your life.

You will present tailored financial solutions, guide clients through the application and policy process, and provide ongoing service.

Qualifications

Bachelor’s degree or equivalent experience.
Strong communication and interpersonal skills.
High level of professionalism, integrity, and client‑focused mindset.
Comfort with outreach, relationship‑building, and sales activities.
Must reside in the Chicagoland area.
This is an upside 100% commission-based opportunity.

Responsibilities

Build meaningful relationships with prospective clients by understanding their goals, concerns, and financial priorities
Present and explain tailored financial solutions in a clear, confident, and client‑focused way
Guide clients through the full application and policy process, ensuring accuracy, clarity, and a smooth experience
Provide ongoing service and support, helping clients stay informed and confident as their needs evolve
Participate in training, coaching, and professional development, continuously strengthening your skills and industry knowledge