Financial Advisor
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Before you apply
SalaryNo pay range posted
LocationOak Brook, IL, us
Work modehybrid
Typefull-time
Company size1+ people
PostedOct 9, 2023 · 3y ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Build strong relationships with existing and potential clients by demonstrating excellent customer service
Prospect and generate new leads through various channels
Nurture relationships with existing clients to drive repeat business
Negotiate and close sales deals to meet or exceed monthly targets
Collaborate with the sales team to develop effective sales strategies
Maintain accurate records of all sales activities and customer interactions in the CRM system
Stay up-to-date with industry trends, competitive landscape, and market conditions
Provide exceptional customer service throughout the entire sales process
Participate in regular sales meetings and training sessions
Willingness to travel frequently to build client list
100% commission basis, comfortable with this setup
Company Description
At Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Job Description
Are you looking for a chance to join a successful team and take your career to the next level? Lakeshore Financial Group is growing its operations in Chicagoland and is looking for outgoing, driven, and business-minded individuals who want to build their own businesses using a proven system. You’ll have the support of experienced professionals who will offer guidance and training to help you reach your goals.
If you possess a passion for working closely with clients, are willing to take risks, enjoy developing businesses, and have expertise in wealth management and risk assessment. You may be interested in the career opportunity of a Financial Advisor at Lakeshore Financial Group. As a Financial Advisor, you’ll assist clients in accomplishing their financial goals while establishing long-lasting relationships. Also, you’ll be free to work diligently and receive recognition for your hard work.
Our team members are passionate about growth, collaboration, and innovation. We offer industry-leading training and a professional-based culture that promotes flexibility to balance personal and family values. We also believe in giving back to our community through charity and outreach
Qualifications
This is an opportunity with excellent income potential. It operates on a 100% commission basis, and it’s essential to feel comfortable with this setup. If you have prior experience in our industry and a track record of success, we welcome remote/hybrid work arrangements. If you’re new, training in the office will be required, but with some flexibility. This is a significant role in the community, and frequent travel is necessary to build your client list.
Responsibilities
List of job requirements.
•
Build strong relationships with existing and potential clients by demonstrating excellent customer service
•
Prospect and generate new leads through various channels
•
Nurture relationships with existing clients to drive repeat business
•
Negotiate and close sales deals to meet or exceed monthly targets
•
Collaborate with the sales team to develop effective sales strategies
•
Maintain accurate records of all sales activities and customer interactions in the CRM system
•
Stay up-to-date with industry trends, competitive landscape, and market conditions
•
Provide exceptional customer service throughout the entire sales process
•
Participate in regular sales meetings and training sessions
Additional Information
All your information will be kept confidential according to EEO guidelines.
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