Associate Financial Advisor
7 Days Old
Job Description
Are you an exceptional listener with a talent for crafting smart, data-driven strategies? We're looking for an ambitious and money-minded individual eager to launch a rewarding career in financial services. Our ideal entry-level financial advisor loves building lasting relationships, has a keen interest in financial data, and is excited to learn about everything from estate planning to mutual funds. If you're a clear communicator with a sharp eye for detail, we want to hear from you!
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.
$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
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
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.
- Location:
- Indianapolis
- Job Type:
- PartTime
- Category:
- Finance And Insurance
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