Wizehire · 7 hours ago
Financial Services Representative
Chicago, IL
Part-time
Onsite
New Grad, Entry Level
$75K/yr - $100K/yrLakeshore Financial Group is a rapidly growing company dedicated to mentoring and supporting new and experienced advisors. They are seeking Financial Services Representatives to build client relationships and develop customized financial wellness strategies while enjoying a flexible schedule and comprehensive training.
Human ResourcesInternetRecruiting
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
Qualification
Required
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
Must be able and willing to obtain a life insurance license
Preferred
Sales experience is a plus, but not required. We are willing to train the right person
Benefits
Full medical, dental, and vision benefits
401k
Pension plan
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase