Job Description
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Why Join Lakeshore Financial Group?
- Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
- Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
- Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
- Professional Development: Gain valuable experience in sales, finance, and client relationship management.
- Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan.
Compensation:
$75,000 - $100,000 per year
Responsibilities:
What You'll Do:
- 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
Qualifications:
Who We're Looking For:
- Highly motivated and self-driven individuals
- Excellent communication and interpersonal skills
- A passion for helping others
- A strong work ethic and a desire to succeed
- Sales experience is a plus, but not required. We are willing to train the right person
- Must be able and willing to obtain a life insurance license
- This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support
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.