Financial Services Representative

Lakeshore Financial Group; Crystal Lake (IL); Vor Ort; USD 75.000 - 100.000; Vollzeit

Zusammenfassung

Lakeshore Financial Group in the Chicagoland area is seeking motivated Financial Services Representatives to build lasting client relationships, deepen financial expertise, and design a career with meaningful income potential.

This role offers a generous compensation plan of 75k–100k at plan earnings, with 100% commission-based upside, and the chance to guide clients through tailored financial solutions and a full application process.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

Interpersonal skills

Professionalism

Ausbildung

Bachelor’s degree or equivalent experience

Jobbeschreibung

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.

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