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 seeking motivated Financial Services Representatives to build lasting client relationships, deepen financial expertise, and design a career that fits your life.

Earn $75,000–$100,000 at plan earnings with upside through commissions. Bachelor’s degree and strong communication skills are required; you reside in the Chicagoland area. This is an upside 100% commission-based opportunity.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong communication and interpersonal skills.
• High level of professionalism, integrity, and client-focused mindset.

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 and a smooth experience.
• Provide ongoing service and support to help clients stay informed as their needs evolve.
• Participate in training, coaching, and professional development to strengthen skills and industry knowledge.

Skills

Communication

Relationship-building

Sales activities

Professionalism

Education

Bachelor's degree

Job description

About this position

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

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

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.

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.