Financial Planning Consultant

8 hours ago

Corona CA United States PHP Financial Services Full time

Description
Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services
Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as Financial Services Sales Representatives
What You'll Do
In this exciting role, you won't just be selling life insurance and financial products-you'll be empowering individuals and families to secure their financial futures. You'll become a trusted advisor , guiding your clients toward smart decisions that protect their loved ones and build wealth for the long term.
Why Choose PHP?
This is more than a job-it's a life-changing opportunity to thrive in the dynamic world of financial services. Here's why PHP is the best place for your success:

  • Earning Potential: No salary caps. You control your income-the harder you work, the more you earn through our competitive commission structure and performance bonuses.
  • Leadership & Growth Opportunities: PHP is committed to your success . Whether you're looking to advance quickly or build your own team, we offer personal development and leadership training to help you grow.
  • Supportive Environment: You'll work in a dynamic, team-oriented atmosphere that gives you the tools and support you need to thrive.
  • Flexibility: Set your own schedule. Work when it suits you and create the work-life balance you've always wanted.

We're looking for people who are:
  • Ambitious and ready to take their career to the next level.
  • Passionate about helping others achieve financial security.
  • Entrepreneurial-minded with a desire for personal and financial growth .

Ready to Take the Leap?
If you're ready for a high-energy, high-reward career that puts you in charge of your success, PHP Financial Services is the perfect fit. Join us today and start building a future with boundless potential
Apply now and step into a career that transforms lives-yours and your clients
Responsibilities
• Conduct client consultations to evaluate the financial needs of individuals, families, and small business owners, providing personalized financial solutions.
• Present a variety of financial products such as life insurance, annuities, retirement planning, and savings strategies to cater to clients' needs.
• Educate clients on the significance of life insurance, estate planning, and wealth-building techniques, assisting them in making informed decisions.
• Develop and execute marketing strategies to broaden the client base through referrals, networking events, and online outreach.
• Foster long-term relationships with clients as a reliable financial advisor, helping them adapt their financial plans as circumstances change.
• Achieve or surpass monthly and quarterly sales targets while upholding the highest standards of ethics and customer service.
• Engage in continuous professional development and leadership training offered by PHP, including advanced product training and personal growth workshops.
• Collaborate with a diverse team of financial professionals to share insights, best practices, and receive ongoing support and mentorship from industry experts.
Qualifications
• Must have a strong passion for financial literacy, assisting others, and attaining financial independence.
• Excellent communication skills are required to effectively explain complex financial products in a simple manner.
• The ideal candidate should be a self-motivated individual with a strong work ethic capable of managing their time efficiently and taking initiative.
• Ability to work well in a team environment, sharing best practices and contributing positively to the team dynamic.
• Willingness to pursue a life insurance license (required; PHP Financial Services will provide guidance on the licensing process).
• Dedication to delivering exceptional customer service with a high level of integrity.
• A high school diploma or equivalent is a minimum requirement; a college degree in business, finance, or related fields is advantageous but not mandatory. #J-18808-Ljbffr

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