Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative - Training Provided

$75k - $100k

Wizehire

Are you a driven, client-focused professional seeking career advancement and amazing 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 a great career. Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. 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. 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, 401(k), and pension plan. We can only consider candidates living in the Chicagoland area. College degree or equivalent experience are required. Compensation $75,000 - $100,000 at plan earnings 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 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. 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. 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 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. #J-18808-Ljbffr Wizehire

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - Training Provided in Chicago, IL vacancy
  •  ...Financial Service Representative Are you a driven, client-focused professional seeking career advancement...  ...new and experienced advisors, providing opportunities for collaboration, learning...  ...personal life. Comprehensive Training: We provide thorough training and ongoing... 
    Training courses
    Full time
    Part time
    Flexible hours

    Lakeshore Financial Group

    Chicago, IL
    22 hours ago
  • $40k - $60k

     ...Opportunity for advancement Training & development Bonus...  ...an outstanding Sales Representative to join our exceptional team...  ...and a commitment to providing superior service, we offer an unparalleled...  ...with top-tier insurance and financial services. Million Dollar... 
    Training courses
    For contractors
    Local area

    Armando Perez - State Farm Agent

    Park Ridge, IL
    22 hours ago
  • $24.04 per hour

     ...Financial Services Representative Are you interested in financial services? Have you always wanted to learn...  ...us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by... 
    Training courses
    Full time
    Temporary work
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours
    3 days per week

    Morgan Stanley

    Chicago, IL
    4 days ago
  •  ...Financial Services Representative Alpha Kappa Alpha Sorority, Incorporated, Sponsor Organization, is seeking...  ...Union's products and services by providing general financial services...  ...organization with more than 320,000 college trained members bound by bonds of sisterhood... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    Alpha Kappa Alpha Sorority, Incorporated

    Chicago, IL
    1 day ago
  •  ...Financial Service Representative Evergreen Park Branch Banking Full-Time Branch Network Scott Credit Union is hiring a Financial Service Representative...  ...maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and... 
    Suggested
    Full time
    Temporary work
    Work at office

    Scott Credit Union

    Evergreen Park, IL
    16 days ago
  • $19 - $25.5 per hour

    Financial Service Representative Job Summary As a Financial Service Representative, you will be at the heart...  ...Deliver exceptional service: Provide outstanding support to both new and...  ...and grow: Participate in a hands‑on training program with one‑on‑one mentoring to... 
    Hourly pay
    Full time
    Monday to Friday
    Weekend work
    Afternoon shift

    Heights Finance Corporation

    Chicago, IL
    1 day ago
  • Morgan-Stanley in Chicago is seeking a Financial Services Representative to provide exceptional customer service and support clients with their account inquiries...  ..., and driving sales opportunities. The role includes training for Series 7 & 63 licenses paid by Morgan Stanley.... 

    Morgan-Stanley

    Chicago, IL
    22 hours ago
  • $19 - $25.5 per hour

     ...years of expertise in providing credit solutions...  ...Our deep roots in the financial industry have empowered...  ...accessible financial services that meet our customers...  ...a Financial Service Representative , you’ll be at the heart...  ...in a hands‑on training program with one‑on‑one... 
    Hourly pay
    Full time
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    Attain Finance

    Chicago, IL
    2 days ago
  •  ...partner in our customers' lives, providing them with protection and...  ...commitment to exceptional customer service, we have built a strong...  ...wide range of insurance and financial products, allowing us to offer...  ...advantageous. Benefits # Ongoing training and development opportunities... 
    For contractors
    Work at office

    Colin Fane - State Farm Agent

    Oak Park, IL
    1 day ago
  • $50k - $75k

     ...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Dwan...  ...~ Opportunity for advancement ~ Paid time off ~ Training & development Responsibilities Consult customers... 
    For contractors
    Work at office

    Dwan Johnson-Bell - State Farm Agent

    Chicago, IL
    1 day ago
  • $40k - $60k

     ...of-the-box ideas! Customer service: Be the friendly face our customers can rely on. You'll provide top-notch service that turns...  ...licensed agent, with all the training and mentorship you need. Community...  ...with their insurance and financial services needs, including:... 
    For contractors
    Local area

    Josh Brown - State Farm Agent

    Chicago, IL
    21 days ago
  •  ...Sales Representative At Jill Willey State Farm, we take pride...  .... Our commitment to providing exceptional customer service and comprehensive insurance...  ...range of insurance and financial products, enabling us to...  ...Benefits Ongoing training and development opportunities... 
    For contractors
    Work at office
    Weekday work

    Jill Willey - State Farm Agent

    Berwyn, IL
    22 hours ago
  •  ...we believe there is a better way to provide quality healthcare while achieving health...  ...and residents, to build a full-service community hospital in the Bronzeville...  ...care second to none! Patient Financial Services Representative The Patient Financial Services Representative... 
    Temporary work

    Insight Health Systems

    Chicago, IL
    2 days ago
  • $38k - $55k

     ...a wide range of insurance and financial products and a commitment to exceptional customer service. Role Overview As a Sales Associate...  ..., ensure satisfaction, and provide ongoing support. Team...  ...advantageous but not required. Ongoing training and development opportunities... 
    Work at office

    Colin Fane - State Farm Agent

    Oak Park, IL
    2 days ago
  • $70k - $100k

    Financial Services Representative - State Farm Agent Team Member Full Time in La Grange, IL Benefits Simple IRA Bonus based on performance Competitive...  ...insurance Opportunity for advancement Paid time off Training & development Role Description As a Financial Services... 
    Full time
    Flexible hours

    Kariskares

    La Grange, IL
    1 day ago
  •  ...performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Dwan Johnson-Bell - State Farm Agent, you will successfully... 

    Dwan Johnson-Bell - State Farm Agent

    Chicago, IL
    22 hours ago
  •  ...Opportunity for advancement Training & development Are...  ...is seeking a Sales Representative to join our dynamic...  ...customers' lives, providing them with protection...  ...exceptional customer service and comprehensive insurance...  ...of insurance and financial products, enabling us... 
    Work at office

    William Klinowski - State Farm Agent

    Chicago, IL
    2 days ago
  •  ...Opportunity for advancement Training & development...  ...Farm is seeking a Sales Representative to join our dynamic...  ...customers’ lives, providing them with protection...  ...exceptional customer service, we have built a strong...  ...range of insurance and financial products, enabling us... 
    Work at office
    Weekday work

    Freddie Villacci, Jr. - State Farm Agent

    Chicago, IL
    2 days ago
  • $38k - $55k

    Financial Services Representative - State Farm Agent Team Member Full Time in North Chicago, IL This role...  ...we take pride in our commitment to providing top‑quality solutions to our valued...  ...Bilingual Spanish Benefits Ongoing training and development opportunities to enhance... 
    Full time
    For contractors
    Work at office

    Myagentsolis

    Chicago, IL
    4 days ago
  •  ...Opportunity for advancement Training & development Join Our Team...  ...outgoing Bilingual Spanish Sales Representative to join our awesome team!...  ...and exceptional customer service. Sales Goals - Help new and...  ...lasting relationships, and provide personalized service that truly... 
    Base plus commission
    Local area

    Blaine Carragher - State Farm Agent

    Westchester, IL
    1 day ago
  • $36k - $50k

     ...Bilingual Customer Service Sales Representative Agency, located in Chicago, has an immediate opening...  ...experience is not required. Training is provided. If you are a motivated self-starter...  ...belief about the role insurance and financial products play in people's lives... 
    Training courses
    For contractors
    Immediate start

    Armando Melendez - State Farm Agent

    Chicago, IL
    4 days ago
  •  ...salary Dental insurance Health insurance Opportunity for advancement Paid time off Profit sharing Role Description As a Financial Services Rep with Joanna Kierys Chlystek State Farm Agencies you will successfully market the financial products that manage everyday... 

    Joannakierys

    Hinsdale, IL
    4 days ago
  • $19.5 - $30.23 per hour

     ...Patient Financial Service Account Representative Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest... 
    Hourly pay
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Lurie Children's Hospital

    Chicago, IL
    2 days ago
  •  ...A financial services agency is looking for qualified candidates to work remotely on a part-time basis. This role offers a unique opportunity...  ...-life balance while earning potential additional income. Training is provided, alongside a supportive team environment and... 
    Training courses
    Part time
    Remote work

    AO Garcia Agency

    Cicero, IL
    3 days ago
  • Atlas Financial Solutions is looking for a Financial Services Consultant in Chicago, offering a hybrid work model. The role aims to support clients in achieving financial security with training and mentorship provided. The ideal candidates will be self-motivated, people... 
    Training courses
    Remote job
    Flexible hours

    Atlasfinancialsolutions Co

    Chicago, IL
    1 day ago
  • $75k - $100k

    A financial services firm in Chicago is looking for driven Financial Service Representatives to join their team. Candidates will build client relationships, navigate the...  ...equivalent experience is required, and training is provided for the right candidates. The position... 
    Training courses
    Full time
    Flexible hours

    Wizehire

    Chicago, IL
    2 days ago
  • Financial Services Consultant Entry-Level to Experienced | Training Provided Chicago, IL (Hybrid & Remote Opportunities Available) Build a Career With Purpose, Flexibility, and Growth Potential Atlas Financial Solutions is expanding and actively seeking motivated individuals... 
    Training courses
    Full time
    Part time
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    Chicago, IL
    1 day ago
  •  ...Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household...  ...could change everything. Through providing personalized benefits solutions, you'...  ..., from anywhere Comprehensive training provided A fun, energetic, and positive... 
    Training courses
    Weekly pay
    Part time
    Remote work
    Work from home

    AOGarcia

    Berwyn, IL
    4 days ago
  •  ...is a one-year or less, intensive job training program that provides young adults with in-classroom skill...  ...to internships and job placement services, and personalized coaching and mentorship...  ...Career growth paths include: Financial advisory Sales specialist Product... 
    Training courses
    Internship
    Monday to Friday

    Year Up United

    Franklin Park, IL
    3 days ago
  •  ...Customer Service Representative (CSR) Are you passionate about providing exceptional customer service? State Farm is delighted to present an outstanding career...  ...Farm: State Farm is a renowned insurance and financial services company committed to helping individuals... 
    For contractors
    Work at office

    Bryan Solis - State Farm Agent

    Chicago, IL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative - Training Provided. Be the first to apply!