Financial Services Representative

Company: Lakeshore Financial Group
Location: Cicero
Posted on: April 29, 2025

Job Description:

Are you a driven, client-focused professional seeking career growth and unlimited income potential?--Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build businesses.



Lakeshore Financial Group launched in 2016 and has grown rapidly since. We currently have offices in Chicago, Peoria, Roselle, and Oakbrook, and seven affiliated offices throughout Illinois, Wisconsin, Indiana, and Michigan. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.

Responsibilities:
--- Partner with clients to develop customized financial plans and strategies best suited to individual client situations
--- Develop and execute a business development plan to identify new clients to serve and support
--- Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications:
--- Must possess an entrepreneurial spirit
--- Must be ambitious and self-motivated
--- Have excellent communication, relationship-building, and interpersonal skills
--- A desire to grow within the financial services industry
--- Must be willing to obtain a life/health insurance producers license

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.

Keywords: Lakeshore Financial Group, Janesville , Financial Services Representative, Accounting, Auditing , Cicero, Wisconsin