Financial Services Representative

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

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

Skills

Communication skills

Interpersonal skills

Sales activities

Client-focused mindset

Education

Bachelor's degree

Job description

Are you a driven, client‑focused professional looking to build a meaningful career with exceptional income potential? Lakeshore Financial Group is expanding our Chicago 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.

Founded in 2016, Lakeshore Financial Group has grown rapidly across the Midwest. Our leadership team brings decades of industry experience and is committed to mentoring new and experienced advisors. We foster a collaborative environment where learning, growth, and shared success are core to our culture.

Compensation:

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

Qualifications

• Who We're Looking For:
• 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.

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

• 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