Financial Wellness Advisor - Flexible Schedule & Training

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

Benefits offered by this job

Comprehensive training

Flexible schedule

Full medical, dental, vision

401(k) and retirement plan

Career growth opportunities

Job summary

Lakeshore Financial Group in Chicago seeks a driven Financial Service Representative to build lasting client relationships, assess financial needs, and present suitable insurance and investment solutions.

Join a team that provides comprehensive training, supports career growth, and offers a flexible schedule with the potential for a strong, commission-based income. Candidates living in Chicagoland with a college degree or equivalent experience are encouraged to apply.

Qualifications

• College degree or equivalent experience is required.
• Must be able and willing to obtain a life insurance license.
• Highly motivated and self-driven.
• 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.

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

Excellent communication

Interpersonal skills

Self-motivated

License willingness

Education

College degree or equivalent

Job description

Lakeshore Financial Group in Chicago seeks a driven Financial Service Representative to build lasting client relationships, assess financial needs, and present suitable insurance and investment solutions.

Join a team that provides comprehensive training, supports career growth, and offers a flexible schedule with the potential for a strong, commission-based income. Candidates living in Chicagoland with a college degree or equivalent experience are encouraged to apply.